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 | $285,756 | $111,754+155.7% | $103,333+176.5% | $145,922+95.8% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 10.69% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,136 | $4,212-49.3% | $3,868-44.8% | $4,660-54.2% |
| Participant deferral / active EE | $4,242 | $5,619-24.5% | $5,057-16.1% | $6,688-36.6% |
| Admin fee / account holder | $8,357 | $9,750-14.3% | $8,3550% | $13,397-37.6% |