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 | $281,589 | $148,534+89.6% | $135,903+107.2% | $139,434+102.0% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 16.64% | 79.19%-62.6pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $6,260 | $5,243+19.4% | $4,856+28.9% | $4,751+31.8% |
| Participant deferral / active EE | $12,853 | $8,100+58.7% | $7,758+65.7% | $6,710+91.5% |
| Admin fee / account holder | $15,062 | $12,400+21.5% | $10,762+40.0% | $11,403+32.1% |