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 | $287,481 | $159,602+80.1% | $150,045+91.6% | $142,382+101.9% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.3%-36.9pp | 80.1%-34.7pp |
| Annual return | 16.99% | 70.24%-53.2pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,784 | $4,961-64.0% | $4,693-62.0% | $4,299-58.5% |
| Participant deferral / active EE | $5,600 | $8,310-32.6% | $7,997-30.0% | $6,507-13.9% |
| Admin fee / account holder | $3,820 | $14,846-74.3% | $13,435-71.6% | $12,624-69.7% |