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 | $372,473 | $107,452+246.6% | $91,541+306.9% | $142,382+161.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.8%-36.4pp | 80.1%-46.8pp |
| Annual return | 16.36% | 22.06%-5.7pp | 20.50%-4.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $891 | $2,994-70.3% | $2,505-64.4% | $4,299-79.3% |
| Participant deferral / active EE | $6,521 | $4,754+37.2% | $4,008+62.7% | $6,507+0.2% |
| Admin fee / account holder | $12,473 | $8,834+41.2% | $6,956+79.3% | $12,624-1.2% |