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 | $297,393 | $148,534+100.2% | $135,903+118.8% | $139,434+113.3% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 13.99% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,619 | $5,243-50.0% | $4,856-46.1% | $4,751-44.9% |
| Participant deferral / active EE | $9,239 | $8,100+14.1% | $7,758+19.1% | $6,710+37.7% |
| Admin fee / account holder | $1,690 | $12,400-86.4% | $10,762-84.3% | $11,403-85.2% |