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 | $374,804 | $217,402+72.4% | $185,823+101.7% | $167,490+123.8% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 22.99% | 148.36%-125.4pp | 122.05%-99.1pp | 478.56%-455.6pp |
| Employer contribution / active EE | $2,153 | $5,873-63.3% | $5,167-58.3% | $4,837-55.5% |
| Participant deferral / active EE | $5,206 | $6,356-18.1% | $5,568-6.5% | $6,341-17.9% |
| Admin fee / account holder | $41,395 | $19,811+109.0% | $16,237+154.9% | $12,309+236.3% |