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 4-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 | $772,555 | $202,318+281.9% | $172,739+347.2% | $152,861+405.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 22.17% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $28,121 | $5,856+380.2% | $5,143+446.8% | $4,762+490.5% |
| Participant deferral / active EE | $12,743 | $5,948+114.2% | $5,198+145.2% | $5,850+117.8% |
| Admin fee / account holder | $583 | $17,109-96.6% | $13,954-95.8% | $11,596-95.0% |