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 | $366,829 | $227,553+61.2% | $189,557+93.5% | $167,490+119.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 15.89% | 78.40%-62.5pp | 64.17%-48.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,341 | $5,316-74.8% | $4,412-69.6% | $4,837-72.3% |
| Participant deferral / active EE | $4,707 | $7,002-32.8% | $6,174-23.8% | $6,341-25.8% |
| Admin fee / account holder | $16,118 | $11,878+35.7% | $9,807+64.3% | $12,309+30.9% |