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 | $395,256 | $201,272+96.4% | $184,203+114.6% | $145,922+170.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 25.71% | 29.00%-3.3pp | 28.81%-3.1pp | 561.29%-535.6pp |
| Employer contribution / active EE | $3,386 | $7,022-51.8% | $6,427-47.3% | $4,660-27.3% |
| Participant deferral / active EE | $12,429 | $9,806+26.8% | $9,131+36.1% | $6,688+85.8% |
| Admin fee / account holder | $2,487 | $16,364-84.8% | $13,901-82.1% | $13,397-81.4% |