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 | $273,269 | $165,335+65.3% | $149,696+82.5% | $158,922+72.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 10.61% | 348.15%-337.5pp | 276.60%-266.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $7,686 | $5,103+50.6% | $4,644+65.5% | $4,761+61.4% |
| Participant deferral / active EE | $12,641 | $7,181+76.0% | $6,842+84.8% | $5,982+111.3% |
| Admin fee / account holder | $1,034 | $10,807-90.4% | $9,309-88.9% | $11,246-90.8% |