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 | $456,839 | $210,648+116.9% | $177,989+156.7% | $145,922+213.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.85% | 385.86%-371.0pp | 294.48%-279.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,768 | $4,565-61.3% | $3,949-55.2% | $4,660-62.1% |
| Participant deferral / active EE | $3,195 | $6,958-54.1% | $6,276-49.1% | $6,688-52.2% |
| Admin fee / account holder | $72,236 | $12,013+501.3% | $10,363+597.0% | $13,397+439.2% |