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 | $393,852 | $100,773+290.8% | $88,946+342.8% | $142,382+176.6% |
| Participation rate | 36.4% | 74.3%-37.9pp | 68.8%-32.5pp | 80.1%-43.8pp |
| Annual return | 12.30% | 70.18%-57.9pp | 57.82%-45.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $956 | $2,918-67.2% | $2,555-62.6% | $4,299-77.8% |
| Participant deferral / active EE | $6,476 | $5,230+23.8% | $4,581+41.3% | $6,507-0.5% |
| Admin fee / account holder | $16,659 | $9,693+71.9% | $8,261+101.7% | $12,624+32.0% |