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 | $276,606 | $114,381+141.8% | $107,525+157.2% | $142,382+94.3% |
| Participation rate | 34.8% | 78.1%-43.4pp | 75.1%-40.3pp | 80.1%-45.3pp |
| Annual return | 20.46% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,193 | $4,015-45.4% | $3,754-41.6% | $4,299-49.0% |
| Participant deferral / active EE | $5,828 | $5,564+4.7% | $5,116+13.9% | $6,507-10.4% |
| Admin fee / account holder | $2,960 | $9,860-70.0% | $8,919-66.8% | $12,624-76.6% |