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 | $261,749 | $158,398+65.2% | $126,539+106.9% | $142,382+83.8% |
| Participation rate | 5.3% | 75.8%-70.5pp | 69.8%-64.6pp | 80.1%-74.9pp |
| Annual return | 17.46% | 593.76%-576.3pp | 425.95%-408.5pp | 217.08%-199.6pp |
| Employer contribution / active EE | $606 | $4,650-87.0% | $3,674-83.5% | $4,299-85.9% |
| Participant deferral / active EE | $781 | $4,767-83.6% | $4,083-80.9% | $6,507-88.0% |
| Admin fee / account holder | $1,027 | $6,918-85.2% | $6,065-83.1% | $12,624-91.9% |