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 | $101,159 | $209,411-51.7% | $178,490-43.3% | $158,922-36.3% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 17.10% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $4,445 | $5,706-22.1% | $5,011-11.3% | $4,761-6.6% |
| Participant deferral / active EE | $6,512 | $5,954+9.4% | $5,202+25.2% | $5,982+8.9% |
| Admin fee / account holder | $639 | $17,074-96.3% | $13,984-95.4% | $11,246-94.3% |