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 | $250,947 | $112,096+123.9% | $95,952+161.5% | $158,922+57.9% |
| Participation rate | 61.5% | 79.0%-17.4pp | 77.1%-15.5pp | 82.0%-20.4pp |
| Annual return | 11.76% | 171.09%-159.3pp | 91.61%-79.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,127 | $3,198-64.8% | $2,541-55.7% | $4,761-76.3% |
| Participant deferral / active EE | $4,705 | $4,784-1.7% | $4,167+12.9% | $5,982-21.4% |
| Admin fee / account holder | $60,534 | $10,130+497.5% | $6,795+790.8% | $11,246+438.3% |