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 | $340,281 | $74,888+354.4% | $71,209+377.9% | $142,382+139.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 22.39% | 345.14%-322.8pp | 282.51%-260.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,648 | $2,854-42.3% | $2,721-39.4% | $4,299-61.7% |
| Participant deferral / active EE | $6,899 | $4,454+54.9% | $4,175+65.2% | $6,507+6.0% |
| Admin fee / account holder | $475 | $5,568-91.5% | $5,349-91.1% | $12,624-96.2% |