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 | $271,392 | $209,832+29.3% | $189,513+43.2% | $167,490+62.0% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 13.80% | 748.27%-734.5pp | 555.15%-541.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $3,052 | $6,914-55.9% | $6,162-50.5% | $4,837-36.9% |
| Participant deferral / active EE | $10,426 | $8,935+16.7% | $8,221+26.8% | $6,341+64.4% |
| Admin fee / account holder | $1,754 | $14,293-87.7% | $12,045-85.4% | $12,309-85.8% |