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 | $386,968 | $159,602+142.5% | $150,045+157.9% | $142,382+171.8% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 14.66% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,723 | $4,961-45.1% | $4,693-42.0% | $4,299-36.7% |
| Participant deferral / active EE | $8,339 | $8,310+0.4% | $7,997+4.3% | $6,507+28.2% |
| Admin fee / account holder | $2,990 | $14,846-79.9% | $13,435-77.7% | $12,624-76.3% |