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 | $284,831 | $177,572+60.4% | $154,803+84.0% | $142,382+100.0% |
| Participation rate | 47.4% | 82.1%-34.7pp | 78.1%-30.7pp | 80.1%-32.8pp |
| Annual return | 14.07% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,546 | $4,810-67.9% | $4,305-64.1% | $4,299-64.0% |
| Participant deferral / active EE | $4,185 | $6,272-33.3% | $5,540-24.5% | $6,507-35.7% |
| Admin fee / account holder | $8,147 | $16,786-51.5% | $14,329-43.1% | $12,624-35.5% |