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 | $419,395 | $202,432+107.2% | $169,368+147.6% | $139,434+200.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.11% | 531.74%-517.6pp | 405.60%-391.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,191 | $4,692-32.0% | $4,013-20.5% | $4,751-32.8% |
| Participant deferral / active EE | $16,875 | $6,938+143.2% | $6,221+171.2% | $6,710+151.5% |
| Admin fee / account holder | $21,570 | $10,708+101.4% | $9,003+139.6% | $11,403+89.2% |