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 | $259,048 | $112,096+131.1% | $95,952+170.0% | $158,922+63.0% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 13.47% | 171.09%-157.6pp | 91.61%-78.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,437 | $3,198-55.1% | $2,541-43.4% | $4,761-69.8% |
| Participant deferral / active EE | $11,074 | $4,784+131.5% | $4,167+165.8% | $5,982+85.1% |
| Admin fee / account holder | $4,162 | $10,130-58.9% | $6,795-38.8% | $11,246-63.0% |