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 | $280,478 | $70,606+297.2% | $53,898+420.4% | $142,382+97.0% |
| Participation rate | 53.8% | 63.7%-9.9pp | 55.0%-1.1pp | 80.1%-26.3pp |
| Annual return | 16.08% | 619.81%-603.7pp | 528.60%-512.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,868 | $1,202+55.4% | $932+100.5% | $4,299-56.5% |
| Participant deferral / active EE | $6,311 | $2,364+167.0% | $1,826+245.6% | $6,507-3.0% |
| Admin fee / account holder | $9,126 | $2,852+220.0% | $2,491+266.4% | $12,624-27.7% |