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 | $301,835 | $185,822+62.4% | $169,993+77.6% | $139,434+116.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 15.31% | 60.50%-45.2pp | 53.37%-38.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,062 | $7,590-59.7% | $6,785-54.9% | $4,751-35.5% |
| Participant deferral / active EE | $10,786 | $11,622-7.2% | $10,408+3.6% | $6,710+60.7% |
| Admin fee / account holder | $1,895 | $15,381-87.7% | $12,815-85.2% | $11,403-83.4% |