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 | $338,087 | $198,466+70.4% | $170,442+98.4% | $147,584+129.1% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 19.07% | 257.29%-238.2pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,086 | $6,184-66.3% | $5,433-61.6% | $4,876-57.2% |
| Participant deferral / active EE | $5,460 | $5,629-3.0% | $4,939+10.5% | $5,439+0.4% |
| Admin fee / account holder | $12,711 | $16,852-24.6% | $13,880-8.4% | $10,885+16.8% |