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 | $396,920 | $177,572+123.5% | $154,803+156.4% | $142,382+178.8% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 17.13% | 65.07%-47.9pp | 58.88%-41.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,146 | $4,810-55.4% | $4,305-50.2% | $4,299-50.1% |
| Participant deferral / active EE | $9,398 | $6,272+49.8% | $5,540+69.6% | $6,507+44.4% |
| Admin fee / account holder | $37,533 | $16,786+123.6% | $14,329+161.9% | $12,624+197.3% |