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 | $100,787 | $81,625+23.5% | $58,482+72.3% | $139,434-27.7% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 10.68% | 7404.20%-7393.5pp | 4239.32%-4228.6pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,015 | $1,398-27.4% | $1,053-3.6% | $4,751-78.6% |
| Participant deferral / active EE | $5,072 | $2,557+98.4% | $1,924+163.6% | $6,710-24.4% |
| Admin fee / account holder | $1,982 | $3,265-39.3% | $2,516-21.2% | $11,403-82.6% |