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 | $479,810 | $117,983+306.7% | $101,794+371.4% | $142,382+237.0% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.2%-40.6pp | 80.1%-51.5pp |
| Annual return | 10.65% | 36.92%-26.3pp | 30.53%-19.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,113 | $2,773-59.9% | $2,289-51.4% | $4,299-74.1% |
| Participant deferral / active EE | $2,393 | $4,714-49.2% | $4,084-41.4% | $6,507-63.2% |
| Admin fee / account holder | $66,639 | $10,433+538.7% | $8,777+659.2% | $12,624+427.9% |