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 | $278,597 | $29,660+839.3% | $56,411+393.9% | $80,856+244.6% |
| Participation rate | 14.3% | 41.6%-27.4pp | 52.5%-38.2pp | 67.6%-53.4pp |
| Annual return | 19.05% | 35.23%-16.2pp | 1701.33%-1682.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $319 | $669-52.3% | $1,039-69.3% | $2,755-88.4% |
| Participant deferral / active EE | $1,380 | $1,226+12.6% | $1,952-29.3% | $4,296-67.9% |
| Admin fee / account holder | $13,436 | $2,428+453.5% | $2,829+375.0% | $6,918+94.2% |