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 | $254,406 | $159,602+59.4% | $150,045+69.6% | $142,382+78.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 25.32% | 70.24%-44.9pp | 62.55%-37.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $3,223 | $4,961-35.0% | $4,693-31.3% | $4,299-25.0% |
| Participant deferral / active EE | $6,223 | $8,310-25.1% | $7,997-22.2% | $6,507-4.4% |
| Admin fee / account holder | $540 | $14,846-96.4% | $13,435-96.0% | $12,624-95.7% |