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 | $413,662 | $61,774+569.6% | $97,226+325.5% | $80,856+411.6% |
| Participation rate | 48.0% | 63.5%-15.5pp | 72.7%-24.7pp | 67.6%-19.6pp |
| Annual return | 13.87% | -557.90%+571.8pp | 75.13%-61.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,795 | $1,837-2.3% | $2,729-34.2% | $2,755-34.9% |
| Participant deferral / active EE | $3,623 | $3,029+19.6% | $4,264-15.0% | $4,296-15.7% |
| Admin fee / account holder | $22,922 | $5,166+343.7% | $5,654+305.4% | $6,918+231.3% |