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 | $290,203 | $96,635+200.3% | $86,612+235.1% | $139,434+108.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 11.24% | 106.41%-95.2pp | 591.07%-579.8pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,793 | $3,263-45.1% | $3,022-40.7% | $4,751-62.3% |
| Participant deferral / active EE | $11,203 | $4,836+131.7% | $4,438+152.5% | $6,710+67.0% |
| Admin fee / account holder | $804 | $6,408-87.5% | $5,614-85.7% | $11,403-92.9% |