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 | $387,270 | $111,754+246.5% | $103,333+274.8% | $145,922+165.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 27.19% | 24.77%+2.4pp | 24.88%+2.3pp | 561.29%-534.1pp |
| Employer contribution / active EE | $4,489 | $4,212+6.6% | $3,868+16.1% | $4,660-3.7% |
| Participant deferral / active EE | $7,119 | $5,619+26.7% | $5,057+40.8% | $6,688+6.4% |
| Admin fee / account holder | $1,662 | $9,750-83.0% | $8,355-80.1% | $13,397-87.6% |