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 5-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 | $56,924 | $83,902-32.2% | $167,512-66.0% | $84,808-32.9% |
| Participation rate | 56.4% | 66.5%-10.1pp | 77.1%-20.7pp | 68.3%-11.9pp |
| Annual return | 27.17% | 91.55%-64.4pp | 1615.79%-1588.6pp | 40.90%-13.7pp |
| Employer contribution / active EE | $3,315 | $2,264+46.5% | $3,882-14.6% | $2,631+26.0% |
| Participant deferral / active EE | $6,623 | $4,442+49.1% | $6,405+3.4% | $4,212+57.3% |
| Admin fee / account holder | $669 | $7,915-91.5% | $9,769-93.2% | $7,344-90.9% |