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 | $328,585 | $159,901+105.5% | $146,958+123.6% | $145,922+125.2% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.0pp | 80.3%-38.2pp |
| Annual return | 20.97% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,797 | $5,286-66.0% | $4,933-63.6% | $4,660-61.4% |
| Participant deferral / active EE | $5,676 | $8,428-32.7% | $8,070-29.7% | $6,688-15.1% |
| Admin fee / account holder | $1,355 | $15,044-91.0% | $12,998-89.6% | $13,397-89.9% |