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 | $297,986 | $95,416+212.3% | $185,823+60.4% | $85,850+247.1% |
| Participation rate | 44.4% | 68.8%-24.3pp | 81.7%-37.3pp | 69.3%-24.9pp |
| Annual return | 20.04% | 23.59%-3.5pp | 122.05%-102.0pp | 318.53%-298.5pp |
| Employer contribution / active EE | $2,212 | $3,314-33.2% | $5,167-57.2% | $2,565-13.8% |
| Participant deferral / active EE | $2,718 | $3,423-20.6% | $5,568-51.2% | $3,952-31.2% |
| Admin fee / account holder | $9,455 | $7,213+31.1% | $16,237-41.8% | $6,260+51.0% |