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 | $296,317 | $106,515+178.2% | $96,683+206.5% | $139,434+112.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 26.69% | 38.43%-11.7pp | 35.69%-9.0pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,108 | $4,103-73.0% | $3,737-70.4% | $4,751-76.7% |
| Participant deferral / active EE | $3,367 | $5,454-38.3% | $4,878-31.0% | $6,710-49.8% |
| Admin fee / account holder | $899 | $7,877-88.6% | $6,730-86.6% | $11,403-92.1% |