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 | $354,314 | $175,202+102.2% | $149,673+136.7% | $139,434+154.1% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.7pp |
| Annual return | 23.26% | 166.71%-143.4pp | 134.42%-111.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,193 | $5,474-78.2% | $4,818-75.2% | $4,751-74.9% |
| Participant deferral / active EE | $2,961 | $6,519-54.6% | $5,680-47.9% | $6,710-55.9% |
| Admin fee / account holder | $1,202 | $16,150-92.6% | $13,210-90.9% | $11,403-89.5% |