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 | $314,986 | $177,572+77.4% | $154,803+103.5% | $142,382+121.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 29.11% | 65.07%-36.0pp | 58.88%-29.8pp | 217.08%-188.0pp |
| Employer contribution / active EE | $1,226 | $4,810-74.5% | $4,305-71.5% | $4,299-71.5% |
| Participant deferral / active EE | $4,755 | $6,272-24.2% | $5,540-14.2% | $6,507-26.9% |
| Admin fee / account holder | $97,793 | $16,786+482.6% | $14,329+582.5% | $12,624+674.7% |