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 | $285,032 | $114,381+149.2% | $107,525+165.1% | $142,382+100.2% |
| Participation rate | 8.3% | 78.1%-69.8pp | 75.1%-66.7pp | 80.1%-71.8pp |
| Annual return | 13.66% | 242.71%-229.0pp | 181.32%-167.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $9,263 | $4,015+130.7% | $3,754+146.8% | $4,299+115.5% |
| Participant deferral / active EE | $5,190 | $5,564-6.7% | $5,116+1.4% | $6,507-20.2% |
| Admin fee / account holder | $118,110 | $9,860+1097.9% | $8,919+1224.3% | $12,624+835.6% |