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 | $336,682 | $114,237+194.7% | $119,258+182.3% | $167,490+101.0% |
| Participation rate | 37.5% | 83.7%-46.2pp | 82.7%-45.2pp | 82.1%-44.6pp |
| Annual return | 16.46% | 29.87%-13.4pp | 30.69%-14.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,433 | $4,481-45.7% | $4,384-44.5% | $4,837-49.7% |
| Participant deferral / active EE | $3,727 | $6,084-38.7% | $6,111-39.0% | $6,341-41.2% |
| Admin fee / account holder | $2,959 | $8,932-66.9% | $7,226-59.1% | $12,309-76.0% |