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 4-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 | $311,316 | $159,602+95.1% | $150,045+107.5% | $142,382+118.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 82.85% | 70.24%+12.6pp | 62.55%+20.3pp | 217.08%-134.2pp |
| Employer contribution / active EE | $2,287 | $4,961-53.9% | $4,693-51.3% | $4,299-46.8% |
| Participant deferral / active EE | $8,523 | $8,310+2.6% | $7,997+6.6% | $6,507+31.0% |
| Admin fee / account holder | $1,602 | $14,846-89.2% | $13,435-88.1% | $12,624-87.3% |