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 | $427,219 | $112,096+281.1% | $95,952+345.2% | $158,922+168.8% |
| Participation rate | 53.3% | 79.0%-25.6pp | 77.1%-23.7pp | 82.0%-28.6pp |
| Annual return | 6.18% | 171.09%-164.9pp | 91.61%-85.4pp | 302.83%-296.6pp |
| Employer contribution / active EE | $1,195 | $3,198-62.6% | $2,541-53.0% | $4,761-74.9% |
| Participant deferral / active EE | $5,316 | $4,784+11.1% | $4,167+27.6% | $5,982-11.1% |
| Admin fee / account holder | $9,509 | $10,130-6.1% | $6,795+39.9% | $11,246-15.4% |