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 | $330,196 | $148,534+122.3% | $135,903+143.0% | $139,434+136.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 21.19% | 79.19%-58.0pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $5,709 | $5,243+8.9% | $4,856+17.6% | $4,751+20.2% |
| Participant deferral / active EE | $11,703 | $8,100+44.5% | $7,758+50.9% | $6,710+74.4% |
| Admin fee / account holder | $86,194 | $12,400+595.1% | $10,762+700.9% | $11,403+655.9% |