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 | $370,693 | $183,963+101.5% | $162,163+128.6% | $152,861+142.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 21.55% | 150.76%-129.2pp | 115.59%-94.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $4,709 | $6,371-26.1% | $5,614-16.1% | $4,762-1.1% |
| Participant deferral / active EE | $7,535 | $8,034-6.2% | $7,298+3.2% | $5,850+28.8% |
| Admin fee / account holder | $47,437 | $13,121+261.5% | $10,843+337.5% | $11,596+309.1% |