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 | $468,739 | $110,257+325.1% | $96,544+385.5% | $139,434+236.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 19.07% | 26.32%-7.2pp | 25.84%-6.8pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,896 | $3,620-20.0% | $2,965-2.3% | $4,751-39.0% |
| Participant deferral / active EE | $8,818 | $5,548+58.9% | $4,851+81.8% | $6,710+31.4% |
| Admin fee / account holder | $1,289 | $11,591-88.9% | $8,252-84.4% | $11,403-88.7% |