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 7-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 | $389,589 | $177,572+119.4% | $154,803+151.7% | $142,382+173.6% |
| Participation rate | 9.5% | 82.1%-72.5pp | 78.1%-68.5pp | 80.1%-70.6pp |
| Annual return | 16.15% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,454 | $4,810-69.8% | $4,305-66.2% | $4,299-66.2% |
| Participant deferral / active EE | $4,516 | $6,272-28.0% | $5,540-18.5% | $6,507-30.6% |
| Admin fee / account holder | $1,232 | $16,786-92.7% | $14,329-91.4% | $12,624-90.2% |