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 | $301,234 | $74,888+302.2% | $71,209+323.0% | $142,382+111.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 18.62% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,972 | $2,854+4.1% | $2,721+9.2% | $4,299-30.9% |
| Participant deferral / active EE | $13,341 | $4,454+199.5% | $4,175+219.5% | $6,507+105.0% |
| Admin fee / account holder | $1,767 | $5,568-68.3% | $5,349-67.0% | $12,624-86.0% |