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 | $306,972 | $185,822+65.2% | $169,993+80.6% | $139,434+120.2% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 30.20% | 60.50%-30.3pp | 53.37%-23.2pp | 372.94%-342.7pp |
| Employer contribution / active EE | $6,217 | $7,590-18.1% | $6,785-8.4% | $4,751+30.9% |
| Participant deferral / active EE | $17,333 | $11,622+49.1% | $10,408+66.5% | $6,710+158.3% |
| Admin fee / account holder | $3,002 | $15,381-80.5% | $12,815-76.6% | $11,403-73.7% |