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 6-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 | $304,177 | $95,266+219.3% | $82,389+269.2% | $142,382+113.6% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.5%-5.9pp | 80.1%-16.5pp |
| Annual return | 15.36% | 25.74%-10.4pp | 28.67%-13.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,656 | $2,991+155.9% | $2,517+204.1% | $4,299+78.1% |
| Participant deferral / active EE | $13,260 | $4,809+175.7% | $4,155+219.2% | $6,507+103.8% |
| Admin fee / account holder | $5,056 | $8,563-41.0% | $7,231-30.1% | $12,624-59.9% |