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 | $337,786 | $177,572+90.2% | $154,803+118.2% | $142,382+137.2% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 17.56% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,985 | $4,810-58.7% | $4,305-53.9% | $4,299-53.8% |
| Participant deferral / active EE | $5,774 | $6,272-7.9% | $5,540+4.2% | $6,507-11.3% |
| Admin fee / account holder | $2,527 | $16,786-84.9% | $14,329-82.4% | $12,624-80.0% |