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 6-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 | $32,070 | $156,846-79.6% | $121,098-73.5% | $139,434-77.0% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 70.55% | 1474.56%-1404.0pp | 985.75%-915.2pp | 372.94%-302.4pp |
| Employer contribution / active EE | $1,125 | $5,536-79.7% | $4,164-73.0% | $4,751-76.3% |
| Participant deferral / active EE | $1,306 | $4,844-73.0% | $4,080-68.0% | $6,710-80.5% |
| Admin fee / account holder | $13,252 | $6,946+90.8% | $5,644+134.8% | $11,403+16.2% |