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 | $257,331 | $102,966+149.9% | $90,281+185.0% | $152,861+68.3% |
| Participation rate | 42.1% | 75.9%-33.8pp | 73.3%-31.2pp | 82.4%-40.3pp |
| Annual return | 21.34% | 95.16%-73.8pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,478 | $3,139-52.9% | $2,854-48.2% | $4,762-69.0% |
| Participant deferral / active EE | $3,605 | $4,281-15.8% | $3,885-7.2% | $5,850-38.4% |
| Admin fee / account holder | $2,010 | $6,171-67.4% | $5,351-62.4% | $11,596-82.7% |