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 | $275,572 | $91,552+201.0% | $133,956+105.7% | $79,858+245.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 33.78% | 61.85%-28.1pp | 45.09%-11.3pp | 31.71%+2.1pp |
| Employer contribution / active EE | $913 | $2,384-61.7% | $3,919-76.7% | $2,471-63.1% |
| Participant deferral / active EE | $5,446 | $3,733+45.9% | $5,048+7.9% | $3,740+45.6% |
| Admin fee / account holder | $1,071 | $6,321-83.1% | $8,927-88.0% | $5,306-79.8% |