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 5-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 | $283,200 | $126,574+123.7% | $106,213+166.6% | $145,922+94.1% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 12.40% | 224.79%-212.4pp | 116.14%-103.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,762 | $3,730-26.0% | $3,171-12.9% | $4,660-40.7% |
| Participant deferral / active EE | $8,677 | $5,724+51.6% | $5,016+73.0% | $6,688+29.8% |
| Admin fee / account holder | $3,030 | $17,304-82.5% | $11,033-72.5% | $13,397-77.4% |