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 8-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 | $281,241 | $111,724+151.7% | $93,606+200.5% | $145,922+92.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 15.41% | 202.98%-187.6pp | 133.20%-117.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,615 | $3,090-47.7% | $2,420-33.3% | $4,660-65.3% |
| Participant deferral / active EE | $5,512 | $4,912+12.2% | $4,411+25.0% | $6,688-17.6% |
| Admin fee / account holder | $10,578 | $10,250+3.2% | $8,285+27.7% | $13,397-21.0% |