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.
Participant 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 | $380,009 | $201,272+88.8% | $184,203+106.3% | $145,922+160.4% |
| Participation rate | 21.4% | 87.5%-66.1pp | 86.8%-65.4pp | 80.3%-58.8pp |
| Annual return | 12.65% | 29.00%-16.4pp | 28.81%-16.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,678 | $7,022-61.9% | $6,427-58.3% | $4,660-42.5% |
| Participant deferral / active EE | $2,571 | $9,806-73.8% | $9,131-71.8% | $6,688-61.5% |
| Admin fee / account holder | $61,709 | $16,364+277.1% | $13,901+343.9% | $13,397+360.6% |