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 | $263,403 | $108,919+141.8% | $100,391+162.4% | $145,922+80.5% |
| Participation rate | 63.6% | 82.9%-19.3pp | 81.5%-17.8pp | 80.3%-16.6pp |
| Annual return | 10.42% | 57.88%-47.5pp | 49.20%-38.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,038 | $4,419-53.9% | $3,942-48.3% | $4,660-56.3% |
| Participant deferral / active EE | $10,183 | $8,445+20.6% | $8,082+26.0% | $6,688+52.3% |
| Admin fee / account holder | $6,978 | $9,689-28.0% | $7,899-11.7% | $13,397-47.9% |