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 | $92,207 | $109,817-16.0% | $98,442-6.3% | $167,490-44.9% |
| Participation rate | 55.6% | 75.8%-20.3pp | 73.3%-17.8pp | 82.1%-26.5pp |
| Annual return | 13.54% | 1956.69%-1943.2pp | 1492.73%-1479.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $976 | $3,224-69.7% | $2,960-67.0% | $4,837-79.8% |
| Participant deferral / active EE | $2,330 | $4,673-50.1% | $4,276-45.5% | $6,341-63.3% |
| Admin fee / account holder | $1,213 | $6,753-82.0% | $5,949-79.6% | $12,309-90.1% |