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 | $120,708 | $102,604+17.6% | $86,188+40.1% | $139,434-13.4% |
| Participation rate | 31.3% | 74.5%-43.2pp | 69.0%-37.7pp | 80.3%-49.1pp |
| Annual return | 17.40% | 1922.51%-1905.1pp | 1168.45%-1151.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $941 | $3,032-69.0% | $2,380-60.5% | $4,751-80.2% |
| Participant deferral / active EE | $4,575 | $4,676-2.2% | $3,985+14.8% | $6,710-31.8% |
| Admin fee / account holder | $4,032 | $8,657-53.4% | $6,852-41.2% | $11,403-64.6% |