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 9-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 | $90,113 | $190,805-52.8% | $159,960-43.7% | $134,475-33.0% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -19.55% | 552.23%-571.8pp | 408.60%-428.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,434 | $4,995-71.3% | $4,226-66.1% | $4,740-69.8% |
| Participant deferral / active EE | $10,352 | $6,923+49.5% | $6,182+67.4% | $6,400+61.8% |
| Admin fee / account holder | $581 | $10,471-94.5% | $8,698-93.3% | $11,426-94.9% |