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 | $259,164 | $101,069+156.4% | $81,478+218.1% | $147,584+75.6% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 10.24% | 32.40%-22.2pp | 38.78%-28.5pp | 578.55%-568.3pp |
| Employer contribution / active EE | $1,907 | $3,205-40.5% | $2,568-25.7% | $4,876-60.9% |
| Participant deferral / active EE | $7,050 | $4,242+66.2% | $3,537+99.3% | $5,439+29.6% |
| Admin fee / account holder | $147,760 | $5,812+2442.4% | $4,561+3139.7% | $10,885+1257.4% |