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 | $434,307 | $179,726+141.6% | $156,263+177.9% | $142,382+205.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 23.02% | 77.86%-54.8pp | 59.47%-36.4pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,304 | $5,069-54.5% | $4,333-46.8% | $4,299-46.4% |
| Participant deferral / active EE | $8,905 | $6,956+28.0% | $6,158+44.6% | $6,507+36.8% |
| Admin fee / account holder | $3,530 | $17,272-79.6% | $14,255-75.2% | $12,624-72.0% |