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 | $403,795 | $124,281+224.9% | $109,143+270.0% | $167,490+141.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 26.49% | 26.04%+0.4pp | 25.75%+0.7pp | 478.56%-452.1pp |
| Employer contribution / active EE | $3,163 | $4,207-24.8% | $3,722-15.0% | $4,837-34.6% |
| Participant deferral / active EE | $7,825 | $5,255+48.9% | $4,653+68.2% | $6,341+23.4% |
| Admin fee / account holder | $2,483 | $7,970-68.8% | $6,752-63.2% | $12,309-79.8% |