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 | $267,953 | $165,335+62.1% | $149,696+79.0% | $158,922+68.6% |
| Participation rate | 29.4% | 84.6%-55.2pp | 82.5%-53.1pp | 82.0%-52.5pp |
| Annual return | 19.67% | 348.15%-328.5pp | 276.60%-256.9pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,717 | $5,103-66.3% | $4,644-63.0% | $4,761-63.9% |
| Participant deferral / active EE | $2,557 | $7,181-64.4% | $6,842-62.6% | $5,982-57.3% |
| Admin fee / account holder | $8,370 | $10,807-22.6% | $9,309-10.1% | $11,246-25.6% |