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 6-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 | $604,430 | $88,751+581.0% | $81,812+638.8% | $145,922+314.2% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.3%-58.1pp | 80.3%-66.0pp |
| Annual return | 15.70% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,695 | $3,083-12.6% | $2,912-7.5% | $4,660-42.2% |
| Participant deferral / active EE | $10,200 | $4,643+119.7% | $4,319+136.2% | $6,688+52.5% |
| Admin fee / account holder | $30,592 | $8,415+263.5% | $7,386+314.2% | $13,397+128.4% |