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 6-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 | $256,866 | $90,348+184.3% | $75,972+238.1% | $145,922+76.0% |
| Participation rate | 68.4% | 74.5%-6.0pp | 69.1%-0.6pp | 80.3%-11.9pp |
| Annual return | 13.88% | 620.88%-607.0pp | 359.55%-345.7pp | 561.29%-547.4pp |
| Employer contribution / active EE | $7,086 | $3,311+114.0% | $2,685+163.9% | $4,660+52.1% |
| Participant deferral / active EE | $13,100 | $5,162+153.8% | $4,255+207.8% | $6,688+95.9% |
| Admin fee / account holder | $1,668 | $8,467-80.3% | $6,467-74.2% | $13,397-87.6% |