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 | $102,232 | $209,411-51.2% | $178,490-42.7% | $158,922-35.7% |
| Participation rate | 56.5% | 86.3%-29.8pp | 81.9%-25.4pp | 82.0%-25.4pp |
| Annual return | 20.44% | 188.75%-168.3pp | 151.07%-130.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,757 | $5,706-34.2% | $5,011-25.0% | $4,761-21.1% |
| Participant deferral / active EE | $4,872 | $5,954-18.2% | $5,202-6.3% | $5,982-18.6% |
| Admin fee / account holder | $3,201 | $17,074-81.3% | $13,984-77.1% | $11,246-71.5% |