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 | $251,209 | $105,931+137.1% | $81,930+206.6% | $158,922+58.1% |
| Participation rate | 68.4% | 75.6%-7.2pp | 72.0%-3.6pp | 82.0%-13.5pp |
| Annual return | 12.52% | 38.17%-25.7pp | 29.49%-17.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $4,871 | $7,800-37.5% | $4,310+13.0% | $4,761+2.3% |
| Participant deferral / active EE | $6,933 | $13,003-46.7% | $7,107-2.4% | $5,982+15.9% |
| Admin fee / account holder | $7,304 | $8,489-14.0% | $5,158+41.6% | $11,246-35.1% |