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 | $313,713 | $176,056+78.2% | $159,436+96.8% | $167,490+87.3% |
| Participation rate | 64.7% | 84.9%-20.2pp | 82.8%-18.1pp | 82.1%-17.4pp |
| Annual return | 13.96% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,680 | $5,297-30.5% | $4,829-23.8% | $4,837-23.9% |
| Participant deferral / active EE | $4,940 | $7,750-36.3% | $7,352-32.8% | $6,341-22.1% |
| Admin fee / account holder | $7,822 | $12,554-37.7% | $10,799-27.6% | $12,309-36.5% |