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 | $283,303 | $226,064+25.3% | $182,532+55.2% | $152,861+85.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 12.43% | 192.51%-180.1pp | 148.54%-136.1pp | 345.32%-332.9pp |
| Employer contribution / active EE | $3,327 | $4,978-33.2% | $4,076-18.4% | $4,762-30.1% |
| Participant deferral / active EE | $6,818 | $6,368+7.1% | $5,524+23.4% | $5,850+16.5% |
| Admin fee / account holder | $1,545 | $10,703-85.6% | $8,592-82.0% | $11,596-86.7% |