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 | $313,240 | $159,901+95.9% | $146,958+113.1% | $145,922+114.7% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.0pp | 80.3%-19.2pp |
| Annual return | 27.61% | 98.13%-70.5pp | 418.34%-390.7pp | 561.29%-533.7pp |
| Employer contribution / active EE | $4,475 | $5,286-15.4% | $4,933-9.3% | $4,660-4.0% |
| Participant deferral / active EE | $7,550 | $8,428-10.4% | $8,070-6.4% | $6,688+12.9% |
| Admin fee / account holder | $22,473 | $15,044+49.4% | $12,998+72.9% | $13,397+67.7% |