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 | $273,125 | $102,966+165.3% | $90,281+202.5% | $152,861+78.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.4%-62.4pp |
| Annual return | 14.84% | 95.16%-80.3pp | 78.10%-63.3pp | 345.32%-330.5pp |
| Employer contribution / active EE | $801 | $3,139-74.5% | $2,854-71.9% | $4,762-83.2% |
| Participant deferral / active EE | $2,189 | $4,281-48.9% | $3,885-43.7% | $5,850-62.6% |
| Admin fee / account holder | $1,509 | $6,171-75.6% | $5,351-71.8% | $11,596-87.0% |