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 9-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 | $272,067 | $163,101+66.8% | $136,749+99.0% | $142,382+91.1% |
| Participation rate | 33.3% | 78.2%-44.9pp | 72.1%-38.8pp | 80.1%-46.8pp |
| Annual return | 19.48% | 27.54%-8.1pp | 24.33%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,201 | $4,117-70.8% | $3,400-64.7% | $4,299-72.1% |
| Participant deferral / active EE | $7,659 | $5,585+37.1% | $4,692+63.2% | $6,507+17.7% |
| Admin fee / account holder | $3,831 | $14,318-73.2% | $11,386-66.4% | $12,624-69.7% |