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 | $89,475 | $30,400+194.3% | $53,898+66.0% | $84,808+5.5% |
| Participation rate | 20.9% | 46.4%-25.5pp | 55.0%-34.0pp | 68.3%-47.4pp |
| Annual return | 17.77% | 500.19%-482.4pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $377 | $603-37.5% | $932-59.6% | $2,631-85.7% |
| Participant deferral / active EE | $1,027 | $1,199-14.3% | $1,826-43.8% | $4,212-75.6% |
| Admin fee / account holder | $1,387 | $1,993-30.4% | $2,491-44.3% | $7,344-81.1% |