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 5-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $303,190 | $201,272+50.6% | $184,203+64.6% | $145,922+107.8% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 66.65% | 29.00%+37.6pp | 28.81%+37.8pp | 561.29%-494.6pp |
| Employer contribution / active EE | $1,405 | $7,022-80.0% | $6,427-78.1% | $4,660-69.9% |
| Participant deferral / active EE | $4,329 | $9,806-55.9% | $9,131-52.6% | $6,688-35.3% |
| Admin fee / account holder | $1,535 | $16,364-90.6% | $13,901-89.0% | $13,397-88.5% |