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 | $261,707 | $81,625+220.6% | $58,482+347.5% | $139,434+87.7% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.7pp |
| Annual return | 10.88% | 7404.20%-7393.3pp | 4239.32%-4228.4pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,627 | $1,398+16.4% | $1,053+54.5% | $4,751-65.7% |
| Participant deferral / active EE | $8,000 | $2,557+212.9% | $1,924+315.8% | $6,710+19.2% |
| Admin fee / account holder | $2,769 | $3,265-15.2% | $2,516+10.0% | $11,403-75.7% |