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 | $255,918 | $109,413+133.9% | $156,263+63.8% | $84,808+201.8% |
| Participation rate | 34.4% | 72.7%-38.3pp | 78.9%-44.5pp | 68.3%-33.9pp |
| Annual return | 14.04% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,105 | $2,907-27.6% | $4,333-51.4% | $2,631-20.0% |
| Participant deferral / active EE | $3,359 | $4,590-26.8% | $6,158-45.5% | $4,212-20.2% |
| Admin fee / account holder | $392 | $9,357-95.8% | $14,255-97.3% | $7,344-94.7% |