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 8-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 | $317,675 | $70,756+349.0% | $65,493+385.0% | $142,382+123.1% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 16.37% | 1754.89%-1738.5pp | 982.45%-966.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $12,386 | $2,881+330.0% | $2,574+381.1% | $4,299+188.1% |
| Participant deferral / active EE | $12,607 | $4,637+171.8% | $3,961+218.3% | $6,507+93.7% |
| Admin fee / account holder | $12,981 | $6,559+97.9% | $5,028+158.2% | $12,624+2.8% |