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 | $323,752 | $100,852+221.0% | $90,404+258.1% | $158,922+103.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 14.02% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,258 | $3,689-11.7% | $3,262-0.1% | $4,761-31.6% |
| Participant deferral / active EE | $8,709 | $4,348+100.3% | $3,963+119.7% | $5,982+45.6% |
| Admin fee / account holder | $1,390 | $6,501-78.6% | $5,611-75.2% | $11,246-87.6% |