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 | $260,880 | $115,770+125.3% | $101,248+157.7% | $158,922+64.2% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 16.24% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,324 | $4,175-68.3% | $3,660-63.8% | $4,761-72.2% |
| Participant deferral / active EE | $4,605 | $4,957-7.1% | $4,370+5.4% | $5,982-23.0% |
| Admin fee / account holder | $713 | $7,245-90.2% | $5,945-88.0% | $11,246-93.7% |