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 | $705,872 | $148,534+375.2% | $135,903+419.4% | $139,434+406.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 13.93% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,273 | $5,243-75.7% | $4,856-73.8% | $4,751-73.2% |
| Participant deferral / active EE | $2,757 | $8,100-66.0% | $7,758-64.5% | $6,710-58.9% |
| Admin fee / account holder | $25,221 | $12,400+103.4% | $10,762+134.4% | $11,403+121.2% |