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 | $325,127 | $74,888+334.2% | $71,209+356.6% | $142,382+128.3% |
| Participation rate | 56.5% | 76.2%-19.7pp | 73.8%-17.2pp | 80.1%-23.6pp |
| Annual return | 22.54% | 345.14%-322.6pp | 282.51%-260.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,699 | $2,854-40.5% | $2,721-37.6% | $4,299-60.5% |
| Participant deferral / active EE | $5,019 | $4,454+12.7% | $4,175+20.2% | $6,507-22.9% |
| Admin fee / account holder | $3,108 | $5,568-44.2% | $5,349-41.9% | $12,624-75.4% |