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 | $295,919 | $121,625+143.3% | $104,607+182.9% | $158,922+86.2% |
| Participation rate | 38.5% | 77.5%-39.1pp | 74.1%-35.6pp | 82.0%-43.5pp |
| Annual return | 25.78% | 465.26%-439.5pp | 340.46%-314.7pp | 302.83%-277.0pp |
| Employer contribution / active EE | $1,545 | $3,163-51.2% | $2,681-42.4% | $4,761-67.6% |
| Participant deferral / active EE | $4,251 | $4,177+1.8% | $3,740+13.7% | $5,982-28.9% |
| Admin fee / account holder | $1,530 | $7,787-80.4% | $6,473-76.4% | $11,246-86.4% |