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 | $473,292 | $148,534+218.6% | $135,903+248.3% | $139,434+239.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 25.75% | 79.19%-53.4pp | 68.23%-42.5pp | 372.94%-347.2pp |
| Employer contribution / active EE | $4,574 | $5,243-12.8% | $4,856-5.8% | $4,751-3.7% |
| Participant deferral / active EE | $7,226 | $8,100-10.8% | $7,758-6.9% | $6,710+7.7% |
| Admin fee / account holder | $7,872 | $12,400-36.5% | $10,762-26.9% | $11,403-31.0% |