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 | $320,233 | $70,606+353.5% | $53,898+494.2% | $142,382+124.9% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 15.22% | 619.81%-604.6pp | 528.60%-513.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,333 | $1,202+10.9% | $932+43.1% | $4,299-69.0% |
| Participant deferral / active EE | $10,167 | $2,364+330.1% | $1,826+456.7% | $6,507+56.2% |
| Admin fee / account holder | $846 | $2,852-70.3% | $2,491-66.0% | $12,624-93.3% |