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 | $257,373 | $183,963+39.9% | $162,163+58.7% | $152,861+68.4% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 17.41% | 150.76%-133.4pp | 115.59%-98.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,413 | $6,371-62.1% | $5,614-57.0% | $4,762-49.3% |
| Participant deferral / active EE | $12,836 | $8,034+59.8% | $7,298+75.9% | $5,850+119.4% |
| Admin fee / account holder | $1,757 | $13,121-86.6% | $10,843-83.8% | $11,596-84.8% |