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 | $380,807 | $214,378+77.6% | $200,582+89.9% | $142,382+167.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 13.41% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,768 | $6,841-74.2% | $6,419-72.5% | $4,299-58.9% |
| Participant deferral / active EE | $8,567 | $9,865-13.2% | $9,331-8.2% | $6,507+31.6% |
| Admin fee / account holder | $2,287 | $17,692-87.1% | $16,305-86.0% | $12,624-81.9% |