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 | $274,157 | $226,064+21.3% | $182,532+50.2% | $152,861+79.4% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.0%-14.3pp | 82.4%-18.8pp |
| Annual return | 28.70% | 192.51%-163.8pp | 148.54%-119.8pp | 345.32%-316.6pp |
| Employer contribution / active EE | $609 | $4,978-87.8% | $4,076-85.1% | $4,762-87.2% |
| Participant deferral / active EE | $7,022 | $6,368+10.3% | $5,524+27.1% | $5,850+20.0% |
| Admin fee / account holder | $2,821 | $10,703-73.6% | $8,592-67.2% | $11,596-75.7% |