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 | $304,022 | $175,202+73.5% | $149,673+103.1% | $139,434+118.0% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 13.62% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,651 | $5,474-51.6% | $4,818-45.0% | $4,751-44.2% |
| Participant deferral / active EE | $8,061 | $6,519+23.7% | $5,680+41.9% | $6,710+20.1% |
| Admin fee / account holder | $1,405 | $16,150-91.3% | $13,210-89.4% | $11,403-87.7% |