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 | $417,875 | $111,724+274.0% | $93,606+346.4% | $145,922+186.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 15.45% | 202.98%-187.5pp | 133.20%-117.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,203 | $3,090-61.1% | $2,420-50.3% | $4,660-74.2% |
| Participant deferral / active EE | $12,081 | $4,912+146.0% | $4,411+173.9% | $6,688+80.6% |
| Admin fee / account holder | $3,560 | $10,250-65.3% | $8,285-57.0% | $13,397-73.4% |