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 | $320,277 | $117,841+171.8% | $102,423+212.7% | $145,922+119.5% |
| Participation rate | 38.1% | 78.6%-40.5pp | 76.5%-38.4pp | 80.3%-42.2pp |
| Annual return | 21.53% | 31.65%-10.1pp | 29.32%-7.8pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,204 | $3,615-39.0% | $3,023-27.1% | $4,660-52.7% |
| Participant deferral / active EE | $5,067 | $5,731-11.6% | $5,053+0.3% | $6,688-24.2% |
| Admin fee / account holder | $2,771 | $13,326-79.2% | $9,451-70.7% | $13,397-79.3% |