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 | $310,864 | $96,635+221.7% | $86,612+258.9% | $139,434+122.9% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 19.25% | 106.41%-87.2pp | 591.07%-571.8pp | 372.94%-353.7pp |
| Employer contribution / active EE | $986 | $3,263-69.8% | $3,022-67.4% | $4,751-79.2% |
| Participant deferral / active EE | $1,296 | $4,836-73.2% | $4,438-70.8% | $6,710-80.7% |
| Admin fee / account holder | $13,453 | $6,408+109.9% | $5,614+139.6% | $11,403+18.0% |