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 8-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.
Employer 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 | $472,790 | $96,305+390.9% | $80,569+486.8% | $139,434+239.1% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.1pp | 80.3%-37.5pp |
| Annual return | 15.69% | 1350.08%-1334.4pp | 935.43%-919.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,571 | $5,232+63.8% | $4,447+92.7% | $6,710+27.7% |
| Admin fee / account holder | $4,908 | $6,599-25.6% | $5,377-8.7% | $11,403-57.0% |