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 | $271,778 | $159,901+70.0% | $146,958+84.9% | $145,922+86.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 40.70% | 98.13%-57.4pp | 418.34%-377.6pp | 561.29%-520.6pp |
| Employer contribution / active EE | $3,306 | $5,286-37.5% | $4,933-33.0% | $4,660-29.0% |
| Participant deferral / active EE | $8,940 | $8,428+6.1% | $8,070+10.8% | $6,688+33.7% |
| Admin fee / account holder | $57,731 | $15,044+283.8% | $12,998+344.1% | $13,397+330.9% |