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 | $356,263 | $154,117+131.2% | $129,995+174.1% | $139,434+155.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 18.55% | 32.48%-13.9pp | -137.18%+155.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $16,688 | $5,289+215.5% | $4,320+286.3% | $4,751+251.3% |
| Participant deferral / active EE | $28,513 | $6,710+324.9% | $5,820+389.9% | $6,710+324.9% |
| Admin fee / account holder | $1,725 | $14,007-87.7% | $10,614-83.7% | $11,403-84.9% |