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 | $271,238 | $96,484+181.1% | $75,886+257.4% | $152,861+77.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 16.22% | 33.98%-17.8pp | 30.76%-14.5pp | 345.32%-329.1pp |
| Employer contribution / active EE | $3,120 | $3,309-5.7% | $2,500+24.8% | $4,762-34.5% |
| Participant deferral / active EE | $16,666 | $4,553+266.1% | $3,603+362.6% | $5,850+184.9% |
| Admin fee / account holder | $473 | $8,078-94.1% | $5,418-91.3% | $11,596-95.9% |