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 | $362,427 | $72,400+400.6% | $67,502+436.9% | $145,922+148.4% |
| Participation rate | 27.3% | 76.9%-49.6pp | 72.9%-45.6pp | 80.3%-53.0pp |
| Annual return | 23.97% | 7182.46%-7158.5pp | 3512.12%-3488.2pp | 561.29%-537.3pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,787 | $4,783-41.7% | $4,000-30.3% | $6,688-58.3% |
| Admin fee / account holder | $2,700 | $5,539-51.2% | $3,998-32.5% | $13,397-79.8% |