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 | $341,761 | $117,983+189.7% | $101,794+235.7% | $142,382+140.0% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 11.73% | 36.92%-25.2pp | 30.53%-18.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,415 | $2,773-49.0% | $2,289-38.2% | $4,299-67.1% |
| Participant deferral / active EE | $4,409 | $4,714-6.5% | $4,084+8.0% | $6,507-32.2% |
| Admin fee / account holder | $6,515 | $10,433-37.6% | $8,777-25.8% | $12,624-48.4% |