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 6-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 | $380,194 | $169,032+124.9% | $129,207+194.3% | $145,922+160.5% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.6%-36.3pp | 80.3%-46.9pp |
| Annual return | 11.57% | 14330.11%-14318.5pp | 9417.33%-9405.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,000 | $5,537-81.9% | $4,153-75.9% | $4,660-78.5% |
| Participant deferral / active EE | $7,667 | $4,987+53.7% | $4,168+84.0% | $6,688+14.6% |
| Admin fee / account holder | $2,520 | $9,954-74.7% | $7,715-67.3% | $13,397-81.2% |