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 | $98,365 | $92,703+6.1% | $82,719+18.9% | $134,475-26.9% |
| Participation rate | 54.5% | 75.2%-20.6pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -16.65% | 944.92%-961.6pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,149 | $3,274-64.9% | $3,009-61.8% | $4,740-75.8% |
| Participant deferral / active EE | $3,282 | $4,802-31.7% | $4,395-25.3% | $6,400-48.7% |
| Admin fee / account holder | $2,196 | $5,983-63.3% | $5,329-58.8% | $11,426-80.8% |