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 | $340,286 | $112,881+201.5% | $90,951+274.1% | $158,922+114.1% |
| Participation rate | 8.3% | 74.7%-66.4pp | 69.0%-60.7pp | 82.0%-73.6pp |
| Annual return | 14.28% | 215.79%-201.5pp | 134.60%-120.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $459 | $2,893-84.2% | $2,122-78.4% | $4,761-90.4% |
| Participant deferral / active EE | $1,625 | $4,128-60.6% | $3,373-51.8% | $5,982-72.8% |
| Admin fee / account holder | $1,351 | $8,041-83.2% | $5,959-77.3% | $11,246-88.0% |