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 | $279,275 | $99,341+181.1% | $84,750+229.5% | $273,961+1.9% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 54.63% | 22.93%+31.7pp | 22.78%+31.8pp | 41.45%+13.2pp |
| Employer contribution / active EE | $2,157 | $4,214-48.8% | $3,574-39.7% | $4,869-55.7% |
| Participant deferral / active EE | $4,859 | $4,269+13.8% | $3,712+30.9% | $5,287-8.1% |
| Admin fee / account holder | $1,482 | $6,644-77.7% | $5,332-72.2% | $10,132-85.4% |