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 | $270,373 | $165,335+63.5% | $149,696+80.6% | $158,922+70.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 12.82% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,605 | $5,103-49.0% | $4,644-43.9% | $4,761-45.3% |
| Participant deferral / active EE | $8,087 | $7,181+12.6% | $6,842+18.2% | $5,982+35.2% |
| Admin fee / account holder | $6,708 | $10,807-37.9% | $9,309-27.9% | $11,246-40.4% |