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 | $499,790 | $59,805+735.7% | $79,550+528.3% | $68,494+629.7% |
| Participation rate | 11.4% | 61.1%-49.6pp | 69.5%-58.1pp | 67.9%-56.5pp |
| Annual return | -17.02% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $501 | $1,505-66.7% | $2,413-79.2% | $2,596-80.7% |
| Participant deferral / active EE | $2,734 | $3,024-9.6% | $3,985-31.4% | $4,027-32.1% |
| Admin fee / account holder | $12,110 | $4,835+150.5% | $6,832+77.2% | $5,403+124.1% |