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 5-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 | $300,478 | $114,381+162.7% | $107,525+179.5% | $142,382+111.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 20.18% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,265 | $4,015-18.7% | $3,754-13.0% | $4,299-24.1% |
| Participant deferral / active EE | $10,883 | $5,564+95.6% | $5,116+112.7% | $6,507+67.2% |
| Admin fee / account holder | $1,165 | $9,860-88.2% | $8,919-86.9% | $12,624-90.8% |