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 | $358,604 | $209,411+71.2% | $178,490+100.9% | $158,922+125.6% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 12.50% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,303 | $5,706-59.6% | $5,011-54.0% | $4,761-51.6% |
| Participant deferral / active EE | $5,133 | $5,954-13.8% | $5,202-1.3% | $5,982-14.2% |
| Admin fee / account holder | $1,703 | $17,074-90.0% | $13,984-87.8% | $11,246-84.9% |