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 9-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 | $304,886 | $109,982+177.2% | $97,226+213.6% | $145,922+108.9% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.5pp | 80.3%-58.1pp |
| Annual return | 7.99% | 242.90%-234.9pp | 75.13%-67.1pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,727 | $3,084-44.0% | $2,729-36.7% | $4,660-62.9% |
| Participant deferral / active EE | $5,406 | $4,676+15.6% | $4,264+26.8% | $6,688-19.2% |
| Admin fee / account holder | $5,888 | $6,221-5.3% | $5,654+4.1% | $13,397-56.0% |