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 | $272,863 | $176,056+55.0% | $159,436+71.1% | $167,490+62.9% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 30.46% | 331.75%-301.3pp | 263.57%-233.1pp | 478.56%-448.1pp |
| Employer contribution / active EE | $2,320 | $5,297-56.2% | $4,829-52.0% | $4,837-52.0% |
| Participant deferral / active EE | $4,479 | $7,750-42.2% | $7,352-39.1% | $6,341-29.4% |
| Admin fee / account holder | $28,282 | $12,554+125.3% | $10,799+161.9% | $12,309+129.8% |