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 | $310,818 | $114,381+171.7% | $107,525+189.1% | $142,382+118.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 12.57% | 242.71%-230.1pp | 181.32%-168.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,530 | $4,015-61.9% | $3,754-59.2% | $4,299-64.4% |
| Participant deferral / active EE | $8,231 | $5,564+47.9% | $5,116+60.9% | $6,507+26.5% |
| Admin fee / account holder | $2,091 | $9,860-78.8% | $8,919-76.6% | $12,624-83.4% |