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 | $347,337 | $108,919+218.9% | $100,391+246.0% | $145,922+138.0% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 27.88% | 57.88%-30.0pp | 49.20%-21.3pp | 561.29%-533.4pp |
| Employer contribution / active EE | $1,897 | $4,419-57.1% | $3,942-51.9% | $4,660-59.3% |
| Participant deferral / active EE | $15,992 | $8,445+89.4% | $8,082+97.9% | $6,688+139.1% |
| Admin fee / account holder | $97,147 | $9,689+902.7% | $7,899+1129.8% | $13,397+625.1% |