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 | $289,613 | $217,402+33.2% | $185,823+55.9% | $167,490+72.9% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 22.32% | 148.36%-126.0pp | 122.05%-99.7pp | 478.56%-456.2pp |
| Employer contribution / active EE | $2,991 | $5,873-49.1% | $5,167-42.1% | $4,837-38.2% |
| Participant deferral / active EE | $3,170 | $6,356-50.1% | $5,568-43.1% | $6,341-50.0% |
| Admin fee / account holder | $5,172 | $19,811-73.9% | $16,237-68.2% | $12,309-58.0% |