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 8-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 | $267,878 | $183,519+46.0% | $155,509+72.3% | $145,922+83.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 25.58% | 61.17%-35.6pp | 64.67%-39.1pp | 561.29%-535.7pp |
| Employer contribution / active EE | $11,800 | $5,313+122.1% | $4,672+152.5% | $4,660+153.2% |
| Participant deferral / active EE | $5,750 | $6,462-11.0% | $5,626+2.2% | $6,688-14.0% |
| Admin fee / account holder | $530 | $19,313-97.3% | $15,912-96.7% | $13,397-96.0% |