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 | $342,867 | $102,604+234.2% | $86,188+297.8% | $139,434+145.9% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 18.16% | 1922.51%-1904.3pp | 1168.45%-1150.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,286 | $3,032-57.6% | $2,380-46.0% | $4,751-72.9% |
| Participant deferral / active EE | $5,658 | $4,676+21.0% | $3,985+42.0% | $6,710-15.7% |
| Admin fee / account holder | $797 | $8,657-90.8% | $6,852-88.4% | $11,403-93.0% |