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 | $388,529 | $106,515+264.8% | $96,683+301.9% | $139,434+178.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 18.22% | 38.43%-20.2pp | 35.69%-17.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,978 | $4,103-51.8% | $3,737-47.1% | $4,751-58.4% |
| Participant deferral / active EE | $8,835 | $5,454+62.0% | $4,878+81.1% | $6,710+31.7% |
| Admin fee / account holder | $4,071 | $7,877-48.3% | $6,730-39.5% | $11,403-64.3% |