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 | $267,978 | $175,202+53.0% | $149,673+79.0% | $139,434+92.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 23.44% | 166.71%-143.3pp | 134.42%-111.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $9,069 | $5,474+65.7% | $4,818+88.3% | $4,751+90.9% |
| Participant deferral / active EE | $12,150 | $6,519+86.4% | $5,680+113.9% | $6,710+81.1% |
| Admin fee / account holder | $2,330 | $16,150-85.6% | $13,210-82.4% | $11,403-79.6% |