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 | $290,048 | $183,519+58.0% | $155,509+86.5% | $145,922+98.8% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 15.00% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $7,601 | $5,313+43.1% | $4,672+62.7% | $4,660+63.1% |
| Participant deferral / active EE | $3,923 | $6,462-39.3% | $5,626-30.3% | $6,688-41.3% |
| Admin fee / account holder | $526 | $19,313-97.3% | $15,912-96.7% | $13,397-96.1% |