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 6-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 | $323,773 | $100,773+221.3% | $88,946+264.0% | $142,382+127.4% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 11.08% | 70.18%-59.1pp | 57.82%-46.7pp | 217.08%-206.0pp |
| Employer contribution / active EE | $351 | $2,918-88.0% | $2,555-86.3% | $4,299-91.8% |
| Participant deferral / active EE | $10,934 | $5,230+109.1% | $4,581+138.7% | $6,507+68.0% |
| Admin fee / account holder | $11,227 | $9,693+15.8% | $8,261+35.9% | $12,624-11.1% |