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 8-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 | $340,708 | $99,877+241.1% | $84,966+301.0% | $145,922+133.5% |
| Participation rate | 11.1% | 74.1%-63.0pp | 67.5%-56.4pp | 80.3%-69.2pp |
| Annual return | 18.74% | 83.76%-65.0pp | 66.38%-47.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,533 | $3,231-52.5% | $2,727-43.8% | $4,660-67.1% |
| Participant deferral / active EE | $3,389 | $5,291-35.9% | $4,519-25.0% | $6,688-49.3% |
| Admin fee / account holder | $2,550 | $7,248-64.8% | $6,149-58.5% | $13,397-81.0% |