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 | $86,022 | $58,694+46.6% | $142,863-39.8% | $85,850+0.2% |
| Participation rate | 42.2% | 58.5%-16.3pp | 71.9%-29.7pp | 69.3%-27.1pp |
| Annual return | 27.51% | 27.72%-0.2pp | 5637.54%-5610.0pp | 318.53%-291.0pp |
| Employer contribution / active EE | $868 | $1,423-39.0% | $4,144-79.1% | $2,565-66.2% |
| Participant deferral / active EE | $1,801 | $2,607-30.9% | $3,837-53.1% | $3,952-54.4% |
| Admin fee / account holder | $13,851 | $4,239+226.7% | $6,560+111.1% | $6,260+121.3% |