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 | $67,222 | $65,409+2.8% | $98,442-31.7% | $85,850-21.7% |
| Participation rate | 39.7% | 65.0%-25.3pp | 73.3%-33.6pp | 69.3%-29.6pp |
| Annual return | 14.46% | 21.76%-7.3pp | 1492.73%-1478.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,185 | $2,168-45.3% | $2,960-60.0% | $2,565-53.8% |
| Participant deferral / active EE | $2,493 | $3,166-21.3% | $4,276-41.7% | $3,952-36.9% |
| Admin fee / account holder | $2,124 | $4,593-53.7% | $5,949-64.3% | $6,260-66.1% |