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 | $327,827 | $110,261+197.3% | $95,745+242.4% | $139,434+135.1% |
| Participation rate | 68.2% | 75.8%-7.6pp | 72.3%-4.1pp | 80.3%-12.1pp |
| Annual return | 18.01% | 27.11%-9.1pp | 28.35%-10.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,191 | $3,257-32.7% | $2,835-22.7% | $4,751-53.9% |
| Participant deferral / active EE | $4,524 | $4,676-3.2% | $4,245+6.6% | $6,710-32.6% |
| Admin fee / account holder | $20,011 | $6,613+202.6% | $5,678+252.4% | $11,403+75.5% |