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 | $272,932 | $71,050+284.1% | $93,606+191.6% | $80,856+237.6% |
| Participation rate | 41.3% | 60.4%-19.1pp | 68.7%-27.4pp | 67.6%-26.3pp |
| Annual return | 19.27% | 11.26%+8.0pp | 133.20%-113.9pp | 35.59%-16.3pp |
| Employer contribution / active EE | $823 | $1,564-47.4% | $2,420-66.0% | $2,755-70.1% |
| Participant deferral / active EE | $1,531 | $4,034-62.0% | $4,411-65.3% | $4,296-64.4% |
| Admin fee / account holder | $3,835 | $6,945-44.8% | $8,285-53.7% | $6,918-44.6% |