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 | $504,548 | $214,378+135.4% | $200,582+151.5% | $142,382+254.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 13.54% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,790 | $6,841-59.2% | $6,419-56.5% | $4,299-35.1% |
| Participant deferral / active EE | $11,000 | $9,865+11.5% | $9,331+17.9% | $6,507+69.0% |
| Admin fee / account holder | $21,186 | $17,692+19.7% | $16,305+29.9% | $12,624+67.8% |