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 | $383,337 | $133,922+186.2% | $116,228+229.8% | $142,382+169.2% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.6%-17.4pp | 80.1%-23.0pp |
| Annual return | 11.69% | 147.76%-136.1pp | 90.06%-78.4pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,172 | $3,446-66.0% | $2,994-60.9% | $4,299-72.7% |
| Participant deferral / active EE | $5,921 | $5,672+4.4% | $4,953+19.5% | $6,507-9.0% |
| Admin fee / account holder | $8,823 | $14,945-41.0% | $11,989-26.4% | $12,624-30.1% |