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 10-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 | $62,824 | $102,317-38.6% | $146,958-57.3% | $80,856-22.3% |
| Participation rate | 67.5% | 75.8%-8.3pp | 82.2%-14.7pp | 67.6%-0.1pp |
| Annual return | 15.74% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $5,024 | $3,713+35.3% | $4,933+1.8% | $2,755+82.4% |
| Participant deferral / active EE | $11,835 | $6,644+78.1% | $8,070+46.7% | $4,296+175.5% |
| Admin fee / account holder | $8,333 | $7,941+4.9% | $12,998-35.9% | $6,918+20.5% |