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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,351 | $111,754+151.8% | $103,333+172.3% | $145,922+92.8% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 22.56% | 24.77%-2.2pp | 24.88%-2.3pp | 561.29%-538.7pp |
| Employer contribution / active EE | $2,576 | $4,212-38.8% | $3,868-33.4% | $4,660-44.7% |
| Participant deferral / active EE | $5,753 | $5,619+2.4% | $5,057+13.7% | $6,688-14.0% |
| Admin fee / account holder | $699 | $9,750-92.8% | $8,355-91.6% | $13,397-94.8% |