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 | $359,629 | $185,200+94.2% | $142,863+151.7% | $167,490+114.7% |
| Participation rate | 23.1% | 78.4%-55.4pp | 71.9%-48.9pp | 82.1%-59.0pp |
| Annual return | 17.31% | 8555.70%-8538.4pp | 5637.54%-5620.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $496 | $5,604-91.1% | $4,144-88.0% | $4,837-89.7% |
| Participant deferral / active EE | $2,270 | $4,494-49.5% | $3,837-40.8% | $6,341-64.2% |
| Admin fee / account holder | $41,118 | $8,031+412.0% | $6,560+526.8% | $12,309+234.0% |