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 | $309,384 | $108,919+184.0% | $100,391+208.2% | $145,922+112.0% |
| Participation rate | 56.3% | 82.9%-26.7pp | 81.5%-25.2pp | 80.3%-24.0pp |
| Annual return | 15.87% | 57.88%-42.0pp | 49.20%-33.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,251 | $8,445-2.3% | $8,082+2.1% | $6,688+23.4% |
| Admin fee / account holder | $3,270 | $9,689-66.2% | $7,899-58.6% | $13,397-75.6% |