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 | $2,331,205 | $148,534+1469.5% | $135,903+1615.3% | $139,434+1571.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 21.86% | 79.19%-57.3pp | 68.23%-46.4pp | 372.94%-351.1pp |
| Employer contribution / active EE | $3,333 | $5,243-36.4% | $4,856-31.4% | $4,751-29.8% |
| Participant deferral / active EE | $4,000 | $8,100-50.6% | $7,758-48.4% | $6,710-40.4% |
| Admin fee / account holder | $81,932 | $12,400+560.8% | $10,762+661.3% | $11,403+618.5% |