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 | $270,584 | $177,572+52.4% | $154,803+74.8% | $142,382+90.0% |
| Participation rate | 31.3% | 82.1%-50.8pp | 78.1%-46.8pp | 80.1%-48.9pp |
| Annual return | 35.31% | 65.07%-29.8pp | 58.88%-23.6pp | 217.08%-181.8pp |
| Employer contribution / active EE | $1,288 | $4,810-73.2% | $4,305-70.1% | $4,299-70.0% |
| Participant deferral / active EE | $4,829 | $6,272-23.0% | $5,540-12.8% | $6,507-25.8% |
| Admin fee / account holder | $18,657 | $16,786+11.1% | $14,329+30.2% | $12,624+47.8% |