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 | $301,983 | $158,398+90.6% | $126,539+138.6% | $142,382+112.1% |
| Participation rate | 68.2% | 75.8%-7.6pp | 69.8%-1.6pp | 80.1%-11.9pp |
| Annual return | 11.20% | 593.76%-582.6pp | 425.95%-414.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,782 | $4,650-40.2% | $3,674-24.3% | $4,299-35.3% |
| Participant deferral / active EE | $5,577 | $4,767+17.0% | $4,083+36.6% | $6,507-14.3% |
| Admin fee / account holder | $11,229 | $6,918+62.3% | $6,065+85.2% | $12,624-11.0% |