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 7-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 | $348,054 | $70,606+393.0% | $53,898+545.8% | $142,382+144.5% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 14.57% | 619.81%-605.2pp | 528.60%-514.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $585 | $1,202-51.3% | $932-37.2% | $4,299-86.4% |
| Participant deferral / active EE | $2,903 | $2,364+22.8% | $1,826+58.9% | $6,507-55.4% |
| Admin fee / account holder | $1,539 | $2,852-46.0% | $2,491-38.2% | $12,624-87.8% |