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 | $479,794 | $175,202+173.9% | $149,673+220.6% | $139,434+244.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 15.48% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,372 | $5,474-56.7% | $4,818-50.8% | $4,751-50.1% |
| Participant deferral / active EE | $5,887 | $6,519-9.7% | $5,680+3.6% | $6,710-12.3% |
| Admin fee / account holder | $10,257 | $16,150-36.5% | $13,210-22.4% | $11,403-10.0% |