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 | $336,442 | $70,606+376.5% | $53,898+524.2% | $142,382+136.3% |
| Participation rate | 27.3% | 63.7%-36.4pp | 55.0%-27.7pp | 80.1%-52.8pp |
| Annual return | 31.26% | 619.81%-588.6pp | 528.60%-497.3pp | 217.08%-185.8pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,761 | $2,364+16.8% | $1,826+51.2% | $6,507-57.6% |
| Admin fee / account holder | $10,071 | $2,852+253.2% | $2,491+304.3% | $12,624-20.2% |