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 | $90,327 | $97,757-7.6% | $83,848+7.7% | $135,375-33.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | 15.63% | 1287.37%-1271.7pp | 850.88%-835.2pp | 519.73%-504.1pp |
| Employer contribution / active EE | $3,729 | $4,222-11.7% | $3,631+2.7% | $4,779-22.0% |
| Participant deferral / active EE | $13,722 | $4,682+193.1% | $4,082+236.2% | $5,609+144.6% |
| Admin fee / account holder | $579 | $6,674-91.3% | $5,478-89.4% | $10,827-94.6% |