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 | $262,175 | $202,318+29.6% | $172,739+51.8% | $152,861+71.5% |
| Participation rate | 38.5% | 87.1%-48.6pp | 82.6%-44.2pp | 82.4%-44.0pp |
| Annual return | 17.15% | 1029.65%-1012.5pp | 802.84%-785.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,724 | $5,856-70.6% | $5,143-66.5% | $4,762-63.8% |
| Participant deferral / active EE | $5,360 | $5,948-9.9% | $5,198+3.1% | $5,850-8.4% |
| Admin fee / account holder | $5,865 | $17,109-65.7% | $13,954-58.0% | $11,596-49.4% |