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 | $281,470 | $115,770+143.1% | $101,248+178.0% | $158,922+77.1% |
| Participation rate | 47.6% | 79.4%-31.7pp | 75.8%-28.2pp | 82.0%-34.3pp |
| Annual return | 18.18% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,870 | $4,175-31.2% | $3,660-21.6% | $4,761-39.7% |
| Participant deferral / active EE | $5,612 | $4,957+13.2% | $4,370+28.4% | $5,982-6.2% |
| Admin fee / account holder | $447 | $7,245-93.8% | $5,945-92.5% | $11,246-96.0% |