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 | $297,007 | $115,770+156.6% | $101,248+193.3% | $158,922+86.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 49.10% | 56.14%-7.0pp | 46.47%+2.6pp | 302.83%-253.7pp |
| Employer contribution / active EE | $1,357 | $4,175-67.5% | $3,660-62.9% | $4,761-71.5% |
| Participant deferral / active EE | $4,554 | $4,957-8.1% | $4,370+4.2% | $5,982-23.9% |
| Admin fee / account holder | $771 | $7,245-89.4% | $5,945-87.0% | $11,246-93.1% |