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 6-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 | $98,777 | $189,613-47.9% | $167,512-41.0% | $142,382-30.6% |
| Participation rate | 55.6% | 80.1%-24.6pp | 77.1%-21.5pp | 80.1%-24.6pp |
| Annual return | 17.94% | 2024.68%-2006.7pp | 1615.79%-1597.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,019 | $4,349-76.6% | $3,882-73.7% | $4,299-76.3% |
| Participant deferral / active EE | $5,594 | $6,981-19.9% | $6,405-12.7% | $6,507-14.0% |
| Admin fee / account holder | $1,746 | $10,528-83.4% | $9,769-82.1% | $12,624-86.2% |