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 | $294,344 | $226,064+30.2% | $182,532+61.3% | $152,861+92.6% |
| Participation rate | 58.8% | 82.5%-23.6pp | 78.0%-19.2pp | 82.4%-23.6pp |
| Annual return | 24.03% | 192.51%-168.5pp | 148.54%-124.5pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,529 | $4,978-29.1% | $4,076-13.4% | $4,762-25.9% |
| Participant deferral / active EE | $7,557 | $6,368+18.7% | $5,524+36.8% | $5,850+29.2% |
| Admin fee / account holder | $52,979 | $10,703+395.0% | $8,592+516.6% | $11,596+356.9% |