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 | $288,553 | $106,515+170.9% | $96,683+198.5% | $139,434+106.9% |
| Participation rate | 30.8% | 77.8%-47.1pp | 74.3%-43.6pp | 80.3%-49.5pp |
| Annual return | 16.73% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,675 | $4,103-34.8% | $3,737-28.4% | $4,751-43.7% |
| Participant deferral / active EE | $6,352 | $5,454+16.5% | $4,878+30.2% | $6,710-5.3% |
| Admin fee / account holder | $19,825 | $7,877+151.7% | $6,730+194.6% | $11,403+73.9% |