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 | $254,516 | $176,812+43.9% | $146,665+73.5% | $167,490+52.0% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 18.10% | 24.03%-5.9pp | 22.74%-4.6pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,511 | $5,160-51.3% | $4,136-39.3% | $4,837-48.1% |
| Participant deferral / active EE | $5,168 | $6,440-19.7% | $5,506-6.1% | $6,341-18.5% |
| Admin fee / account holder | $10,097 | $13,259-23.9% | $10,280-1.8% | $12,309-18.0% |