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 | $284,904 | $101,724+180.1% | $164,813+72.9% | $80,856+252.4% |
| Participation rate | 38.2% | 71.8%-33.6pp | 78.6%-40.4pp | 67.6%-29.4pp |
| Annual return | 12.45% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,108 | $2,953-62.5% | $4,341-74.5% | $2,755-59.8% |
| Participant deferral / active EE | $3,128 | $4,477-30.1% | $6,031-48.1% | $4,296-27.2% |
| Admin fee / account holder | $19,982 | $8,227+142.9% | $12,690+57.5% | $6,918+188.8% |