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 | $258,128 | $96,635+167.1% | $86,612+198.0% | $139,434+85.1% |
| Participation rate | 60.9% | 74.4%-13.5pp | 71.7%-10.8pp | 80.3%-19.4pp |
| Annual return | 15.83% | 106.41%-90.6pp | 591.07%-575.2pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,480 | $3,263-24.0% | $3,022-18.0% | $4,751-47.8% |
| Participant deferral / active EE | $3,627 | $4,836-25.0% | $4,438-18.3% | $6,710-45.9% |
| Admin fee / account holder | $3,476 | $6,408-45.8% | $5,614-38.1% | $11,403-69.5% |