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 | $290,228 | $133,922+116.7% | $116,228+149.7% | $142,382+103.8% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.6%-5.3pp | 80.1%-10.9pp |
| Annual return | 13.18% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,467 | $3,446-28.4% | $2,994-17.6% | $4,299-42.6% |
| Participant deferral / active EE | $5,886 | $5,672+3.8% | $4,953+18.8% | $6,507-9.5% |
| Admin fee / account holder | $6,019 | $14,945-59.7% | $11,989-49.8% | $12,624-52.3% |