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 | $92,302 | $102,317-9.8% | $146,958-37.2% | $80,856+14.2% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.2%-14.5pp | 67.6%0pp |
| Annual return | 16.70% | 134.76%-118.1pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $16,032 | $6,644+141.3% | $8,070+98.7% | $4,296+273.2% |
| Admin fee / account holder | $13,356 | $7,941+68.2% | $12,998+2.8% | $6,918+93.1% |