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 | $277,813 | $107,334+158.8% | $92,893+199.1% | $152,861+81.7% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 41.10% | 145.58%-104.5pp | 109.41%-68.3pp | 345.32%-304.2pp |
| Employer contribution / active EE | $1,174 | $4,221-72.2% | $3,653-67.9% | $4,762-75.3% |
| Participant deferral / active EE | $2,795 | $4,845-42.3% | $4,236-34.0% | $5,850-52.2% |
| Admin fee / account holder | $75,615 | $7,079+968.1% | $5,794+1205.1% | $11,596+552.1% |