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 | $398,970 | $133,922+197.9% | $116,228+243.3% | $142,382+180.2% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.6%-19.0pp | 80.1%-24.6pp |
| Annual return | 15.84% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,439 | $3,446-29.2% | $2,994-18.5% | $4,299-43.3% |
| Participant deferral / active EE | $6,507 | $5,672+14.7% | $4,953+31.4% | $6,5070% |
| Admin fee / account holder | $11,565 | $14,945-22.6% | $11,989-3.5% | $12,624-8.4% |