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 | $410,678 | $150,187+173.4% | $120,354+241.2% | $145,922+181.4% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 11.73% | 154.07%-142.3pp | 107.15%-95.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,871 | $4,348-57.0% | $3,463-46.0% | $4,660-59.8% |
| Participant deferral / active EE | $9,244 | $6,173+49.7% | $4,991+85.2% | $6,688+38.2% |
| Admin fee / account holder | $12,100 | $12,207-0.9% | $9,423+28.4% | $13,397-9.7% |