See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,147 | $92,703-17.9% | $82,719-7.9% | $134,475-43.4% |
| Participation rate | 22.7% | 75.2%-52.5pp | 72.6%-49.8pp | 81.2%-58.5pp |
| Annual return | -19.47% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,320 | $3,274-59.7% | $3,009-56.1% | $4,740-72.2% |
| Participant deferral / active EE | $4,417 | $4,802-8.0% | $4,395+0.5% | $6,400-31.0% |
| Admin fee / account holder | $861 | $5,983-85.6% | $5,329-83.8% | $11,426-92.5% |