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 | $78,214 | $57,281+36.5% | $86,612-9.7% | $75,163+4.1% |
| Participation rate | 18.3% | 63.2%-44.9pp | 71.7%-53.4pp | 67.2%-48.9pp |
| Annual return | 16.69% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $673 | $2,314-70.9% | $3,022-77.7% | $2,670-74.8% |
| Participant deferral / active EE | $1,013 | $3,318-69.5% | $4,438-77.2% | $4,125-75.4% |
| Admin fee / account holder | $3,886 | $4,112-5.5% | $5,614-30.8% | $5,651-31.2% |