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 | $270,642 | $111,754+142.2% | $103,333+161.9% | $145,922+85.5% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 17.90% | 24.77%-6.9pp | 24.88%-7.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,390 | $4,212-67.0% | $3,868-64.1% | $4,660-70.2% |
| Participant deferral / active EE | $4,255 | $5,619-24.3% | $5,057-15.9% | $6,688-36.4% |
| Admin fee / account holder | $1,672 | $9,750-82.9% | $8,355-80.0% | $13,397-87.5% |