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 | $374,018 | $179,726+108.1% | $156,263+139.4% | $142,382+162.7% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 11.42% | 77.86%-66.4pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,406 | $5,069-72.3% | $4,333-67.6% | $4,299-67.3% |
| Participant deferral / active EE | $4,244 | $6,956-39.0% | $6,158-31.1% | $6,507-34.8% |
| Admin fee / account holder | $4,583 | $17,272-73.5% | $14,255-67.8% | $12,624-63.7% |