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 | $301,215 | $127,264+136.7% | $109,895+174.1% | $167,490+79.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 12.75% | 22.97%-10.2pp | 29.45%-16.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,752 | $3,322-17.2% | $2,842-3.2% | $4,837-43.1% |
| Participant deferral / active EE | $6,534 | $4,514+44.8% | $4,048+61.4% | $6,341+3.0% |
| Admin fee / account holder | $888 | $7,114-87.5% | $6,066-85.4% | $12,309-92.8% |