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 | $301,867 | $162,781+85.4% | $133,956+125.3% | $158,922+89.9% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 11.05% | 41.94%-30.9pp | 45.09%-34.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,751 | $4,975-64.8% | $3,919-55.3% | $4,761-63.2% |
| Participant deferral / active EE | $5,628 | $5,911-4.8% | $5,048+11.5% | $5,982-5.9% |
| Admin fee / account holder | $37,917 | $11,736+223.1% | $8,927+324.7% | $11,246+237.2% |