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 | $383,349 | $165,984+131.0% | $164,813+132.6% | $145,922+162.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 17.67% | 100.03%-82.4pp | 69.93%-52.3pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,239 | $5,273-57.5% | $4,341-48.4% | $4,660-51.9% |
| Participant deferral / active EE | $5,598 | $6,959-19.6% | $6,031-7.2% | $6,688-16.3% |
| Admin fee / account holder | $5,082 | $16,648-69.5% | $12,690-60.0% | $13,397-62.1% |