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 7-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 | $45,495 | $48,570-6.3% | $130,648-65.2% | $72,985-37.7% |
| Participation rate | 65.4% | 58.6%+6.8pp | 71.7%-6.4pp | 69.5%-4.1pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1708.96%-1709.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,836 | $1,334+37.6% | $4,092-55.1% | $2,440-24.8% |
| Participant deferral / active EE | $2,853 | $2,384+19.7% | $3,603-20.8% | $3,607-20.9% |
| Admin fee / account holder | $23,683 | $3,549+567.3% | $5,464+333.4% | $5,124+362.2% |