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 | $354,177 | $157,256+125.2% | $141,162+150.9% | $152,861+131.7% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.4%-52.4pp |
| Annual return | 22.23% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $4,574 | $5,261-13.1% | $4,735-3.4% | $4,762-4.0% |
| Participant deferral / active EE | $3,118 | $7,109-56.1% | $6,709-53.5% | $5,850-46.7% |
| Admin fee / account holder | $456 | $12,120-96.2% | $10,261-95.6% | $11,596-96.1% |