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 | $304,461 | $100,773+202.1% | $88,946+242.3% | $142,382+113.8% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 11.81% | 70.18%-58.4pp | 57.82%-46.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,355 | $2,918-53.6% | $2,555-47.0% | $4,299-68.5% |
| Participant deferral / active EE | $6,508 | $5,230+24.4% | $4,581+42.1% | $6,5070% |
| Admin fee / account holder | $67,803 | $9,693+599.5% | $8,261+720.8% | $12,624+437.1% |