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 6-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 | $287,580 | $104,664+174.8% | $85,682+235.6% | $167,490+71.7% |
| Participation rate | 35.0% | 76.4%-41.4pp | 69.9%-34.9pp | 82.1%-47.1pp |
| Annual return | 31.09% | 21.45%+9.6pp | 21.49%+9.6pp | 478.56%-447.5pp |
| Employer contribution / active EE | $3,102 | $3,337-7.0% | $2,618+18.5% | $4,837-35.9% |
| Participant deferral / active EE | $5,530 | $4,824+14.6% | $3,923+41.0% | $6,341-12.8% |
| Admin fee / account holder | $1,978 | $10,032-80.3% | $6,873-71.2% | $12,309-83.9% |