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 | $264,470 | $111,754+136.7% | $103,333+155.9% | $145,922+81.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 25.63% | 24.77%+0.9pp | 24.88%+0.8pp | 561.29%-535.7pp |
| Employer contribution / active EE | $1,245 | $4,212-70.5% | $3,868-67.8% | $4,660-73.3% |
| Participant deferral / active EE | $1,764 | $5,619-68.6% | $5,057-65.1% | $6,688-73.6% |
| Admin fee / account holder | $1,082 | $9,750-88.9% | $8,355-87.0% | $13,397-91.9% |