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 9-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 | $89,949 | $84,402+6.6% | $61,373+46.6% | $134,475-33.1% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | 21.52% | 584.55%-563.0pp | 338.61%-317.1pp | 417.96%-396.4pp |
| Employer contribution / active EE | $763 | $1,544-50.6% | $1,159-34.2% | $4,740-83.9% |
| Participant deferral / active EE | $2,932 | $2,819+4.0% | $2,125+38.0% | $6,400-54.2% |
| Admin fee / account holder | $430 | $2,585-83.4% | $2,130-79.8% | $11,426-96.2% |