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 | $347,196 | $114,381+203.5% | $107,525+222.9% | $142,382+143.8% |
| Participation rate | 43.8% | 78.1%-34.4pp | 75.1%-31.3pp | 80.1%-36.4pp |
| Annual return | 16.25% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,083 | $4,015-23.2% | $3,754-17.9% | $4,299-28.3% |
| Participant deferral / active EE | $7,345 | $5,564+32.0% | $5,116+43.6% | $6,507+12.9% |
| Admin fee / account holder | $4,722 | $9,860-52.1% | $8,919-47.1% | $12,624-62.6% |