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 4-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 | $71,169 | $30,400+134.1% | $53,898+32.0% | $84,808-16.1% |
| Participation rate | 26.4% | 46.4%-20.0pp | 55.0%-28.5pp | 68.3%-41.9pp |
| Annual return | 82.18% | 500.19%-418.0pp | 528.60%-446.4pp | 40.90%+41.3pp |
| Employer contribution / active EE | $554 | $603-8.1% | $932-40.6% | $2,631-79.0% |
| Participant deferral / active EE | $1,204 | $1,199+0.5% | $1,826-34.1% | $4,212-71.4% |
| Admin fee / account holder | $1,795 | $1,993-9.9% | $2,491-27.9% | $7,344-75.6% |