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 | $317,695 | $177,572+78.9% | $154,803+105.2% | $142,382+123.1% |
| Participation rate | 46.7% | 82.1%-35.4pp | 78.1%-31.4pp | 80.1%-33.5pp |
| Annual return | 16.41% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,505 | $4,810-68.7% | $4,305-65.0% | $4,299-65.0% |
| Participant deferral / active EE | $6,252 | $6,272-0.3% | $5,540+12.8% | $6,507-3.9% |
| Admin fee / account holder | $1,121 | $16,786-93.3% | $14,329-92.2% | $12,624-91.1% |