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 | $254,708 | $201,272+26.5% | $184,203+38.3% | $145,922+74.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.23% | 29.00%-18.8pp | 28.81%-18.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $6,482 | $7,022-7.7% | $6,427+0.9% | $4,660+39.1% |
| Participant deferral / active EE | $11,351 | $9,806+15.8% | $9,131+24.3% | $6,688+69.7% |
| Admin fee / account holder | $375 | $16,364-97.7% | $13,901-97.3% | $13,397-97.2% |