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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $573,470 | $70,756+710.5% | $65,493+775.6% | $142,382+302.8% |
| Participation rate | 19.0% | 77.4%-58.3pp | 73.1%-54.0pp | 80.1%-61.1pp |
| Annual return | 10.98% | 1754.89%-1743.9pp | 982.45%-971.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $458 | $2,881-84.1% | $2,574-82.2% | $4,299-89.3% |
| Participant deferral / active EE | $3,070 | $4,637-33.8% | $3,961-22.5% | $6,507-52.8% |
| Admin fee / account holder | $15,037 | $6,559+129.3% | $5,028+199.1% | $12,624+19.1% |