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 | $308,665 | $95,266+224.0% | $82,389+274.6% | $142,382+116.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 17.78% | 25.74%-8.0pp | 28.67%-10.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,478 | $2,991-50.6% | $2,517-41.3% | $4,299-65.6% |
| Participant deferral / active EE | $4,957 | $4,809+3.1% | $4,155+19.3% | $6,507-23.8% |
| Admin fee / account holder | $1,319 | $8,563-84.6% | $7,231-81.8% | $12,624-89.5% |