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 | $81,426 | $70,606+15.3% | $53,898+51.1% | $142,382-42.8% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 14.40% | 619.81%-605.4pp | 528.60%-514.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $862 | $1,202-28.3% | $932-7.5% | $4,299-79.9% |
| Participant deferral / active EE | $6,174 | $2,364+161.2% | $1,826+238.1% | $6,507-5.1% |
| Admin fee / account holder | $404 | $2,852-85.8% | $2,491-83.8% | $12,624-96.8% |