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 | $325,521 | $99,877+225.9% | $84,966+283.1% | $145,922+123.1% |
| Participation rate | 54.5% | 74.1%-19.5pp | 67.5%-13.0pp | 80.3%-25.7pp |
| Annual return | 13.38% | 83.76%-70.4pp | 66.38%-53.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,551 | $3,231-21.0% | $2,727-6.4% | $4,660-45.2% |
| Participant deferral / active EE | $6,161 | $5,291+16.4% | $4,519+36.3% | $6,688-7.9% |
| Admin fee / account holder | $18,660 | $7,248+157.5% | $6,149+203.5% | $13,397+39.3% |