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 | $261,798 | $135,952+92.6% | $123,892+111.3% | $273,961-4.4% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 4.49% | 56.63%-52.1pp | 47.52%-43.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $6,001 | $5,170+16.1% | $4,617+30.0% | $4,869+23.3% |
| Participant deferral / active EE | $8,039 | $6,343+26.7% | $5,984+34.3% | $5,287+52.0% |
| Admin fee / account holder | $5,589 | $9,817-43.1% | $8,357-33.1% | $10,132-44.8% |