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 | $269,996 | $115,770+133.2% | $101,248+166.7% | $158,922+69.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 14.20% | 56.14%-41.9pp | 46.47%-32.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,224 | $4,175-70.7% | $3,660-66.6% | $4,761-74.3% |
| Participant deferral / active EE | $8,628 | $4,957+74.1% | $4,370+97.4% | $5,982+44.2% |
| Admin fee / account holder | $2,145 | $7,245-70.4% | $5,945-63.9% | $11,246-80.9% |