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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $270,262 | $99,877+170.6% | $84,966+218.1% | $145,922+85.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 7.57% | 83.76%-76.2pp | 66.38%-58.8pp | 561.29%-553.7pp |
| Employer contribution / active EE | $11,119 | $3,231+244.1% | $2,727+307.7% | $4,660+138.6% |
| Participant deferral / active EE | $7,693 | $5,291+45.4% | $4,519+70.2% | $6,688+15.0% |
| Admin fee / account holder | $12,843 | $7,248+77.2% | $6,149+108.9% | $13,397-4.1% |