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 | $67,838 | $52,380+29.5% | $98,755-31.3% | $85,850-21.0% |
| Participation rate | 21.7% | 58.0%-36.3pp | 65.7%-44.0pp | 69.3%-47.6pp |
| Annual return | 43.19% | 25.82%+17.4pp | 49.91%-6.7pp | 318.53%-275.3pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,141 | $2,101-45.7% | $3,035-62.4% | $3,952-71.1% |
| Admin fee / account holder | $8,644 | $3,865+123.7% | $4,076+112.1% | $6,260+38.1% |