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 9-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 | $268,611 | $117,983+127.7% | $101,794+163.9% | $142,382+88.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 21.63% | 36.92%-15.3pp | 30.53%-8.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,473 | $2,773-46.9% | $2,289-35.6% | $4,299-65.7% |
| Participant deferral / active EE | $6,628 | $4,714+40.6% | $4,084+62.3% | $6,507+1.8% |
| Admin fee / account holder | $26,995 | $10,433+158.7% | $8,777+207.6% | $12,624+113.8% |