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 | $281,302 | $110,257+155.1% | $96,544+191.4% | $139,434+101.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 19.47% | 26.32%-6.8pp | 25.84%-6.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,767 | $3,620-51.2% | $2,965-40.4% | $4,751-62.8% |
| Participant deferral / active EE | $5,044 | $5,548-9.1% | $4,851+4.0% | $6,710-24.8% |
| Admin fee / account holder | $58,216 | $11,591+402.2% | $8,252+605.5% | $11,403+410.6% |