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 | $290,415 | $133,922+116.9% | $116,228+149.9% | $142,382+104.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 13.96% | 147.76%-133.8pp | 90.06%-76.1pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,334 | $3,446+25.8% | $2,994+44.7% | $4,299+0.8% |
| Participant deferral / active EE | $10,064 | $5,672+77.4% | $4,953+103.2% | $6,507+54.7% |
| Admin fee / account holder | $21,451 | $14,945+43.5% | $11,989+78.9% | $12,624+69.9% |