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 6-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 | $312,448 | $159,901+95.4% | $146,958+112.6% | $145,922+114.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.83% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,982 | $5,286-43.6% | $4,933-39.6% | $4,660-36.0% |
| Participant deferral / active EE | $7,300 | $8,428-13.4% | $8,070-9.5% | $6,688+9.2% |
| Admin fee / account holder | $7,277 | $15,044-51.6% | $12,998-44.0% | $13,397-45.7% |