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 8-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 | $43,602 | $98,750-55.8% | $149,696-70.9% | $79,858-45.4% |
| Participation rate | 65.6% | 75.8%-10.1pp | 82.5%-16.9pp | 69.6%-4.0pp |
| Annual return | 248.13% | 27.43%+220.7pp | 276.60%-28.5pp | 31.71%+216.4pp |
| Employer contribution / active EE | $3,109 | $3,216-3.3% | $4,644-33.1% | $2,471+25.8% |
| Participant deferral / active EE | $3,541 | $5,680-37.7% | $6,842-48.2% | $3,740-5.3% |
| Admin fee / account holder | $1,556 | $6,053-74.3% | $9,309-83.3% | $5,306-70.7% |