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 | $491,928 | $168,632+191.7% | $147,614+233.3% | $125,391+292.3% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | -1.94% | 77.65%-79.6pp | 61.98%-63.9pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,588 | $6,252-74.6% | $5,564-71.5% | $4,866-67.4% |
| Participant deferral / active EE | $3,649 | $5,507-33.7% | $4,895-25.5% | $5,352-31.8% |
| Admin fee / account holder | $7,531 | $13,580-44.5% | $11,611-35.1% | $9,540-21.1% |