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 | $295,022 | $183,963+60.4% | $162,163+81.9% | $152,861+93.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 16.34% | 150.76%-134.4pp | 115.59%-99.2pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,205 | $6,371-65.4% | $5,614-60.7% | $4,762-53.7% |
| Participant deferral / active EE | $7,024 | $8,034-12.6% | $7,298-3.8% | $5,850+20.1% |
| Admin fee / account holder | $1,486 | $13,121-88.7% | $10,843-86.3% | $11,596-87.2% |