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 | $362,875 | $106,890+239.5% | $84,015+331.9% | $152,861+137.4% |
| Participation rate | 28.6% | 75.2%-46.7pp | 69.0%-40.4pp | 82.4%-53.9pp |
| Annual return | 22.58% | 104.99%-82.4pp | 71.31%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,245 | $2,734-54.5% | $1,983-37.2% | $4,762-73.9% |
| Participant deferral / active EE | $3,781 | $4,011-5.7% | $3,239+16.8% | $5,850-35.4% |
| Admin fee / account holder | $42,783 | $8,285+416.4% | $6,101+601.3% | $11,596+268.9% |