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 | $370,256 | $165,335+123.9% | $149,696+147.3% | $158,922+133.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.96% | 348.15%-329.2pp | 276.60%-257.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,462 | $5,103-71.3% | $4,644-68.5% | $4,761-69.3% |
| Participant deferral / active EE | $7,790 | $7,181+8.5% | $6,842+13.9% | $5,982+30.2% |
| Admin fee / account holder | $100,000 | $10,807+825.4% | $9,309+974.3% | $11,246+789.2% |