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 | $286,199 | $70,756+304.5% | $65,493+337.0% | $142,382+101.0% |
| Participation rate | 55.6% | 77.4%-21.8pp | 73.1%-17.5pp | 80.1%-24.6pp |
| Annual return | 15.91% | 1754.89%-1739.0pp | 982.45%-966.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $5,070 | $2,881+76.0% | $2,574+97.0% | $4,299+17.9% |
| Participant deferral / active EE | $10,561 | $4,637+127.7% | $3,961+166.6% | $6,507+62.3% |
| Admin fee / account holder | $25,807 | $6,559+293.5% | $5,028+413.2% | $12,624+104.4% |