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 | $284,113 | $106,515+166.7% | $96,683+193.9% | $139,434+103.8% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 17.83% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,886 | $4,103-54.0% | $3,737-49.5% | $4,751-60.3% |
| Participant deferral / active EE | $7,512 | $5,454+37.7% | $4,878+54.0% | $6,710+11.9% |
| Admin fee / account holder | $2,079 | $7,877-73.6% | $6,730-69.1% | $11,403-81.8% |