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 | $565,911 | $117,983+379.7% | $101,794+455.9% | $142,382+297.5% |
| Participation rate | 23.1% | 74.2%-51.1pp | 69.2%-46.1pp | 80.1%-57.0pp |
| Annual return | 18.11% | 36.92%-18.8pp | 30.53%-12.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $645 | $2,773-76.7% | $2,289-71.8% | $4,299-85.0% |
| Participant deferral / active EE | $5,156 | $4,714+9.4% | $4,084+26.2% | $6,507-20.8% |
| Admin fee / account holder | $37,115 | $10,433+255.7% | $8,777+322.9% | $12,624+194.0% |