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 | $268,611 | $102,616+161.8% | $81,983+227.6% | $158,922+69.0% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 17.01% | 61.04%-44.0pp | 41.31%-24.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,224 | $3,240-62.2% | $2,498-51.0% | $4,761-74.3% |
| Participant deferral / active EE | $5,237 | $4,648+12.7% | $3,722+40.7% | $5,982-12.5% |
| Admin fee / account holder | $1,326 | $8,235-83.9% | $5,664-76.6% | $11,246-88.2% |