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 | $258,689 | $165,335+56.5% | $149,696+72.8% | $158,922+62.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 22.11% | 348.15%-326.0pp | 276.60%-254.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $7,407 | $5,103+45.2% | $4,644+59.5% | $4,761+55.6% |
| Participant deferral / active EE | $2,535 | $7,181-64.7% | $6,842-62.9% | $5,982-57.6% |
| Admin fee / account holder | $2,046 | $10,807-81.1% | $9,309-78.0% | $11,246-81.8% |