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 7-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 | $360,774 | $159,602+126.0% | $150,045+140.4% | $142,382+153.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 65.20% | 70.24%-5.0pp | 62.55%+2.6pp | 217.08%-151.9pp |
| Employer contribution / active EE | $10,963 | $4,961+121.0% | $4,693+133.6% | $4,299+155.0% |
| Participant deferral / active EE | $22,139 | $8,310+166.4% | $7,997+176.8% | $6,507+240.2% |
| Admin fee / account holder | $606 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |