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 | $279,220 | $112,881+147.4% | $90,951+207.0% | $158,922+75.7% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 15.63% | 215.79%-200.2pp | 134.60%-119.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,964 | $2,893-32.1% | $2,122-7.4% | $4,761-58.7% |
| Participant deferral / active EE | $4,216 | $4,128+2.1% | $3,373+25.0% | $5,982-29.5% |
| Admin fee / account holder | $8,342 | $8,041+3.7% | $5,959+40.0% | $11,246-25.8% |