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 | $251,839 | $110,257+128.4% | $96,544+160.9% | $139,434+80.6% |
| Participation rate | 39.1% | 78.1%-39.0pp | 76.0%-36.8pp | 80.3%-41.2pp |
| Annual return | 23.21% | 26.32%-3.1pp | 25.84%-2.6pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,763 | $3,620-51.3% | $2,965-40.6% | $4,751-62.9% |
| Participant deferral / active EE | $4,394 | $5,548-20.8% | $4,851-9.4% | $6,710-34.5% |
| Admin fee / account holder | $1,161 | $11,591-90.0% | $8,252-85.9% | $11,403-89.8% |