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 | $487,837 | $172,478+182.8% | $145,661+234.9% | $142,382+242.6% |
| Participation rate | 37.5% | 80.1%-42.6pp | 77.2%-39.7pp | 80.1%-42.6pp |
| Annual return | 15.07% | 151.09%-136.0pp | 101.46%-86.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,550 | $4,899+13.3% | $4,238+31.0% | $4,299+29.1% |
| Participant deferral / active EE | $9,891 | $8,348+18.5% | $7,198+37.4% | $6,507+52.0% |
| Admin fee / account holder | $5,436 | $16,864-67.8% | $12,466-56.4% | $12,624-56.9% |