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 | $569,064 | $149,734+280.1% | $118,925+378.5% | $158,922+258.1% |
| Participation rate | 57.1% | 82.1%-24.9pp | 75.4%-18.2pp | 82.0%-24.8pp |
| Annual return | 13.32% | 19.95%-6.6pp | 35.88%-22.6pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,907 | $4,115-5.1% | $3,263+19.8% | $4,761-17.9% |
| Participant deferral / active EE | $9,557 | $5,223+83.0% | $4,265+124.1% | $5,982+59.8% |
| Admin fee / account holder | $2,700 | $8,603-68.6% | $6,581-59.0% | $11,246-76.0% |