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 | $144,280 | $70,606+104.3% | $53,898+167.7% | $142,382+1.3% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 12.44% | 619.81%-607.4pp | 528.60%-516.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $468 | $1,202-61.1% | $932-49.8% | $4,299-89.1% |
| Participant deferral / active EE | $4,827 | $2,364+104.2% | $1,826+164.3% | $6,507-25.8% |
| Admin fee / account holder | $30,060 | $2,852+954.1% | $2,491+1106.8% | $12,624+138.1% |