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 | $308,483 | $106,584+189.4% | $101,326+204.4% | $142,382+116.7% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 15.89% | 36.93%-21.0pp | 36.82%-20.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $507 | $3,956-87.2% | $3,665-86.2% | $4,299-88.2% |
| Participant deferral / active EE | $6,697 | $8,297-19.3% | $7,994-16.2% | $6,507+2.9% |
| Admin fee / account holder | $3,378 | $11,446-70.5% | $11,185-69.8% | $12,624-73.2% |