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 5-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 | $315,962 | $214,378+47.4% | $200,582+57.5% | $142,382+121.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 21.58% | 46.41%-24.8pp | 42.33%-20.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $24,951 | $6,841+264.7% | $6,419+288.7% | $4,299+480.4% |
| Participant deferral / active EE | $16,320 | $9,865+65.4% | $9,331+74.9% | $6,507+150.8% |
| Admin fee / account holder | $1,105 | $17,692-93.8% | $16,305-93.2% | $12,624-91.3% |