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 8-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 | $274,857 | $117,841+133.2% | $102,423+168.4% | $145,922+88.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 19.64% | 31.65%-12.0pp | 29.32%-9.7pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,671 | $3,615-53.8% | $3,023-44.7% | $4,660-64.1% |
| Participant deferral / active EE | $11,536 | $5,731+101.3% | $5,053+128.3% | $6,688+72.5% |
| Admin fee / account holder | $4,620 | $13,326-65.3% | $9,451-51.1% | $13,397-65.5% |