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 8-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 | $467,598 | $185,822+151.6% | $169,993+175.1% | $139,434+235.4% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 23.48% | 60.50%-37.0pp | 53.37%-29.9pp | 372.94%-349.5pp |
| Employer contribution / active EE | $3,716 | $7,590-51.0% | $6,785-45.2% | $4,751-21.8% |
| Participant deferral / active EE | $7,065 | $11,622-39.2% | $10,408-32.1% | $6,710+5.3% |
| Admin fee / account holder | $2,247 | $15,381-85.4% | $12,815-82.5% | $11,403-80.3% |