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 | $60,190 | $46,722+28.8% | $130,648-53.9% | $65,185-7.7% |
| Participation rate | 51.4% | 60.9%-9.5pp | 71.7%-20.3pp | 70.2%-18.8pp |
| Annual return | 22.83% | 24.17%-1.3pp | 1708.96%-1686.1pp | 29.38%-6.6pp |
| Employer contribution / active EE | $697 | $1,488-53.2% | $4,092-83.0% | $2,177-68.0% |
| Participant deferral / active EE | $2,028 | $2,545-20.3% | $3,603-43.7% | $3,514-42.3% |
| Admin fee / account holder | $3,516 | $453+676.4% | $5,464-35.7% | $847+315.1% |