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 7-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 | $305,660 | $100,773+203.3% | $88,946+243.6% | $142,382+114.7% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 16.51% | 70.18%-53.7pp | 57.82%-41.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,996 | $2,918-31.6% | $2,555-21.9% | $4,299-53.6% |
| Participant deferral / active EE | $8,321 | $5,230+59.1% | $4,581+81.6% | $6,507+27.9% |
| Admin fee / account holder | $1,183 | $9,693-87.8% | $8,261-85.7% | $12,624-90.6% |