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 | $424,849 | $70,606+501.7% | $53,898+688.3% | $142,382+198.4% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 16.65% | 619.81%-603.2pp | 528.60%-511.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,141 | $1,202-5.1% | $932+22.5% | $4,299-73.5% |
| Participant deferral / active EE | $10,333 | $2,364+337.1% | $1,826+465.8% | $6,507+58.8% |
| Admin fee / account holder | $4,427 | $2,852+55.2% | $2,491+77.7% | $12,624-64.9% |