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 10-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 | $171,407 | $84,695+102.4% | $73,843+132.1% | $125,391+36.7% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -0.96% | 3123.53%-3124.5pp | 2267.84%-2268.8pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,829 | $3,123-9.4% | $2,787+1.5% | $4,866-41.9% |
| Participant deferral / active EE | $6,612 | $3,992+65.6% | $3,583+84.5% | $5,352+23.5% |
| Admin fee / account holder | $21,972 | $5,691+286.1% | $4,880+350.2% | $9,540+130.3% |