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 | $390,477 | $118,427+229.7% | $66,042+491.3% | $142,382+174.2% |
| Participation rate | 36.4% | 68.1%-31.8pp | 67.5%-31.1pp | 80.1%-43.8pp |
| Annual return | 15.77% | 35.57%-19.8pp | 52.11%-36.3pp | 217.08%-201.3pp |
| Employer contribution / active EE | $485 | $2,570-81.1% | $1,579-69.3% | $4,299-88.7% |
| Participant deferral / active EE | $5,789 | $4,311+34.3% | $2,835+104.2% | $6,507-11.0% |
| Admin fee / account holder | $3,027 | $9,593-68.4% | $5,747-47.3% | $12,624-76.0% |