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 | $294,499 | $76,738+283.8% | $56,411+422.1% | $145,922+101.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 21.21% | 2994.23%-2973.0pp | 1701.33%-1680.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $800 | $1,380-42.0% | $1,039-23.0% | $4,660-82.8% |
| Participant deferral / active EE | $10,167 | $2,623+287.7% | $1,952+420.9% | $6,688+52.0% |
| Admin fee / account holder | $8,676 | $3,334+160.2% | $2,829+206.7% | $13,397-35.2% |