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 | $294,768 | $133,922+120.1% | $116,228+153.6% | $142,382+107.0% |
| Participation rate | 53.3% | 77.9%-24.5pp | 74.6%-21.2pp | 80.1%-26.8pp |
| Annual return | 11.43% | 147.76%-136.3pp | 90.06%-78.6pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,133 | $3,446-67.1% | $2,994-62.2% | $4,299-73.6% |
| Participant deferral / active EE | $2,521 | $5,672-55.6% | $4,953-49.1% | $6,507-61.3% |
| Admin fee / account holder | $55,129 | $14,945+268.9% | $11,989+359.8% | $12,624+336.7% |