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 | $447,462 | $117,983+279.3% | $101,794+339.6% | $142,382+214.3% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.2%-47.0pp | 80.1%-57.9pp |
| Annual return | 16.81% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,393 | $2,773-49.8% | $2,289-39.2% | $4,299-67.6% |
| Participant deferral / active EE | $4,423 | $4,714-6.2% | $4,084+8.3% | $6,507-32.0% |
| Admin fee / account holder | $4,913 | $10,433-52.9% | $8,777-44.0% | $12,624-61.1% |