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 | $304,463 | $175,202+73.8% | $149,673+103.4% | $139,434+118.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 13.98% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $5,232 | $5,474-4.4% | $4,818+8.6% | $4,751+10.1% |
| Participant deferral / active EE | $7,333 | $6,519+12.5% | $5,680+29.1% | $6,710+9.3% |
| Admin fee / account holder | $1,222 | $16,150-92.4% | $13,210-90.7% | $11,403-89.3% |