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 | $60,351 | $108,642-44.4% | $74,701-19.2% | $152,861-60.5% |
| Participation rate | 60.0% | 65.3%-5.3pp | 54.5%+5.5pp | 82.4%-22.4pp |
| Annual return | 20.24% | 114.06%-93.8pp | 752.92%-732.7pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,909 | $1,503+27.0% | $1,084+76.2% | $4,762-59.9% |
| Participant deferral / active EE | $16,622 | $2,712+512.8% | $1,964+746.5% | $5,850+184.1% |
| Admin fee / account holder | $17,002 | $4,902+246.8% | $3,333+410.1% | $11,596+46.6% |