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 | $355,426 | $118,849+199.1% | $96,562+268.1% | $167,490+112.2% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 11.04% | 50.49%-39.4pp | 37.78%-26.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $7,143 | $3,120+129.0% | $2,356+203.1% | $4,837+47.7% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $3,276 | $8,065-59.4% | $6,181-47.0% | $12,309-73.4% |