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 9-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 | $346,604 | $158,398+118.8% | $126,539+173.9% | $142,382+143.4% |
| Participation rate | 20.0% | 75.8%-55.8pp | 69.8%-49.8pp | 80.1%-60.1pp |
| Annual return | 18.41% | 593.76%-575.3pp | 425.95%-407.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $542 | $4,650-88.4% | $3,674-85.3% | $4,299-87.4% |
| Participant deferral / active EE | $6,200 | $4,767+30.1% | $4,083+51.9% | $6,507-4.7% |
| Admin fee / account holder | $1,242 | $6,918-82.0% | $6,065-79.5% | $12,624-90.2% |