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 | $258,172 | $100,773+156.2% | $88,946+190.3% | $142,382+81.3% |
| Participation rate | 61.1% | 74.3%-13.2pp | 68.8%-7.7pp | 80.1%-19.0pp |
| Annual return | 11.18% | 70.18%-59.0pp | 57.82%-46.6pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,238 | $2,918-57.6% | $2,555-51.5% | $4,299-71.2% |
| Participant deferral / active EE | $1,989 | $5,230-62.0% | $4,581-56.6% | $6,507-69.4% |
| Admin fee / account holder | $22,141 | $9,693+128.4% | $8,261+168.0% | $12,624+75.4% |