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 | $294,520 | $99,918+194.8% | $81,382+261.9% | $145,922+101.8% |
| Participation rate | 43.5% | 74.2%-30.7pp | 69.5%-26.0pp | 80.3%-36.8pp |
| Annual return | 19.52% | 34.32%-14.8pp | 24.73%-5.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $773 | $2,978-74.0% | $2,463-68.6% | $4,660-83.4% |
| Participant deferral / active EE | $3,816 | $4,605-17.1% | $3,883-1.7% | $6,688-42.9% |
| Admin fee / account holder | $1,056 | $8,212-87.1% | $5,768-81.7% | $13,397-92.1% |