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 | $260,951 | $198,466+31.5% | $170,442+53.1% | $147,584+76.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.95% | 257.29%-239.3pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,527 | $6,184-75.3% | $5,433-71.9% | $4,876-68.7% |
| Participant deferral / active EE | $6,173 | $5,629+9.7% | $4,939+25.0% | $5,439+13.5% |
| Admin fee / account holder | $2,233 | $16,852-86.8% | $13,880-83.9% | $10,885-79.5% |