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 | $341,155 | $127,264+168.1% | $109,895+210.4% | $167,490+103.7% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.2%-18.7pp | 82.1%-26.5pp |
| Annual return | 19.83% | 22.97%-3.1pp | 29.45%-9.6pp | 478.56%-458.7pp |
| Employer contribution / active EE | $2,332 | $3,322-29.8% | $2,842-18.0% | $4,837-51.8% |
| Participant deferral / active EE | $4,730 | $4,514+4.8% | $4,048+16.9% | $6,341-25.4% |
| Admin fee / account holder | $4,661 | $7,114-34.5% | $6,066-23.2% | $12,309-62.1% |