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 | $261,282 | $148,534+75.9% | $135,903+92.3% | $139,434+87.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 24.48% | 79.19%-54.7pp | 68.23%-43.7pp | 372.94%-348.5pp |
| Employer contribution / active EE | $7,447 | $5,243+42.0% | $4,856+53.4% | $4,751+56.8% |
| Participant deferral / active EE | $8,713 | $8,100+7.6% | $7,758+12.3% | $6,710+29.8% |
| Admin fee / account holder | $477 | $12,400-96.2% | $10,762-95.6% | $11,403-95.8% |