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 | $280,628 | $111,754+151.1% | $103,333+171.6% | $145,922+92.3% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 12.13% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,531 | $4,212-39.9% | $3,868-34.6% | $4,660-45.7% |
| Participant deferral / active EE | $8,578 | $5,619+52.7% | $5,057+69.6% | $6,688+28.3% |
| Admin fee / account holder | $14,440 | $9,750+48.1% | $8,355+72.8% | $13,397+7.8% |