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 | $395,625 | $117,983+235.3% | $101,794+288.7% | $142,382+177.9% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.2%-40.6pp | 80.1%-51.5pp |
| Annual return | 20.80% | 36.92%-16.1pp | 30.53%-9.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,264 | $2,773-54.4% | $2,289-44.8% | $4,299-70.6% |
| Participant deferral / active EE | $5,100 | $4,714+8.2% | $4,084+24.9% | $6,507-21.6% |
| Admin fee / account holder | $769 | $10,433-92.6% | $8,777-91.2% | $12,624-93.9% |