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 | $292,801 | $217,402+34.7% | $185,823+57.6% | $167,490+74.8% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 13.74% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,265 | $5,873-61.4% | $5,167-56.2% | $4,837-53.2% |
| Participant deferral / active EE | $16,667 | $6,356+162.2% | $5,568+199.3% | $6,341+162.8% |
| Admin fee / account holder | $896 | $19,811-95.5% | $16,237-94.5% | $12,309-92.7% |