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 4-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 | $254,909 | $100,773+153.0% | $88,946+186.6% | $142,382+79.0% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.8%-31.3pp | 80.1%-42.6pp |
| Annual return | 13.09% | 70.18%-57.1pp | 57.82%-44.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,907 | $2,918-0.4% | $2,555+13.8% | $4,299-32.4% |
| Participant deferral / active EE | $2,337 | $5,230-55.3% | $4,581-49.0% | $6,507-64.1% |
| Admin fee / account holder | $16,786 | $9,693+73.2% | $8,261+103.2% | $12,624+33.0% |