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 | $290,372 | $183,519+58.2% | $155,509+86.7% | $145,922+99.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 10.87% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,801 | $5,313-47.3% | $4,672-40.1% | $4,660-39.9% |
| Participant deferral / active EE | $4,306 | $6,462-33.4% | $5,626-23.5% | $6,688-35.6% |
| Admin fee / account holder | $1,423 | $19,313-92.6% | $15,912-91.1% | $13,397-89.4% |