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 | $373,644 | $177,572+110.4% | $154,803+141.4% | $142,382+162.4% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 136.60% | 65.07%+71.5pp | 58.88%+77.7pp | 217.08%-80.5pp |
| Employer contribution / active EE | $8,758 | $4,810+82.1% | $4,305+103.4% | $4,299+103.7% |
| Participant deferral / active EE | $5,259 | $6,272-16.1% | $5,540-5.1% | $6,507-19.2% |
| Admin fee / account holder | $15,351 | $16,786-8.5% | $14,329+7.1% | $12,624+21.6% |