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 | $318,482 | $115,770+175.1% | $101,248+214.6% | $158,922+100.4% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 13.81% | 56.14%-42.3pp | 46.47%-32.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,440 | $4,175-65.5% | $3,660-60.7% | $4,761-69.8% |
| Participant deferral / active EE | $5,400 | $4,957+8.9% | $4,370+23.6% | $5,982-9.7% |
| Admin fee / account holder | $1,944 | $7,245-73.2% | $5,945-67.3% | $11,246-82.7% |