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 | $442,558 | $124,319+256.0% | $111,297+297.6% | $167,490+164.2% |
| Participation rate | 44.4% | 79.6%-35.2pp | 77.3%-32.9pp | 82.1%-37.7pp |
| Annual return | 24.06% | 37.44%-13.4pp | 54.65%-30.6pp | 478.56%-454.5pp |
| Employer contribution / active EE | $1,281 | $3,435-62.7% | $2,731-53.1% | $4,837-73.5% |
| Participant deferral / active EE | $6,091 | $5,180+17.6% | $4,487+35.7% | $6,341-3.9% |
| Admin fee / account holder | $16,174 | $10,618+52.3% | $7,964+103.1% | $12,309+31.4% |