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 | $368,718 | $177,572+107.6% | $154,803+138.2% | $142,382+159.0% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.1%-9.3pp | 80.1%-11.4pp |
| Annual return | 18.28% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,954 | $4,810-38.6% | $4,305-31.4% | $4,299-31.3% |
| Participant deferral / active EE | $7,473 | $6,272+19.2% | $5,540+34.9% | $6,507+14.8% |
| Admin fee / account holder | $923 | $16,786-94.5% | $14,329-93.6% | $12,624-92.7% |