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 | $449,183 | $117,983+280.7% | $101,794+341.3% | $142,382+215.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 10.74% | 36.92%-26.2pp | 30.53%-19.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,183 | $2,773-57.3% | $2,289-48.3% | $4,299-72.5% |
| Participant deferral / active EE | $4,325 | $4,714-8.2% | $4,084+5.9% | $6,507-33.5% |
| Admin fee / account holder | $1,283 | $10,433-87.7% | $8,777-85.4% | $12,624-89.8% |