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 | $254,710 | $76,738+231.9% | $56,411+351.5% | $145,922+74.6% |
| Participation rate | 15.4% | 63.2%-47.8pp | 52.5%-37.1pp | 80.3%-64.9pp |
| Annual return | 12.04% | 2994.23%-2982.2pp | 1701.33%-1689.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $522 | $1,380-62.2% | $1,039-49.8% | $4,660-88.8% |
| Participant deferral / active EE | $800 | $2,623-69.5% | $1,952-59.0% | $6,688-88.0% |
| Admin fee / account holder | $2,994 | $3,334-10.2% | $2,829+5.8% | $13,397-77.7% |