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 | $32,424 | $105,998-69.4% | $92,233-64.8% | $147,584-78.0% |
| Participation rate | 68.2% | 80.4%-12.2pp | 76.5%-8.3pp | 82.8%-14.6pp |
| Annual return | 19.33% | 50.05%-30.7pp | 176.28%-157.0pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,061 | $4,333-52.4% | $3,679-44.0% | $4,876-57.7% |
| Participant deferral / active EE | $6,190 | $4,478+38.2% | $3,897+58.9% | $5,439+13.8% |
| Admin fee / account holder | $342 | $6,332-94.6% | $5,194-93.4% | $10,885-96.9% |