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 | $418,161 | $210,648+98.5% | $177,989+134.9% | $145,922+186.6% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.48% | 385.86%-376.4pp | 294.48%-285.0pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,352 | $4,565-26.6% | $3,949-15.1% | $4,660-28.1% |
| Participant deferral / active EE | $4,819 | $6,958-30.7% | $6,276-23.2% | $6,688-27.9% |
| Admin fee / account holder | $5,415 | $12,013-54.9% | $10,363-47.8% | $13,397-59.6% |