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 | $252,973 | $183,519+37.8% | $155,509+62.7% | $145,922+73.4% |
| Participation rate | 61.5% | 82.7%-21.1pp | 78.2%-16.6pp | 80.3%-18.7pp |
| Annual return | 10.22% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,521 | $5,313-52.6% | $4,672-46.1% | $4,660-45.9% |
| Participant deferral / active EE | $6,949 | $6,462+7.5% | $5,626+23.5% | $6,688+3.9% |
| Admin fee / account holder | $2,778 | $19,313-85.6% | $15,912-82.5% | $13,397-79.3% |