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 | $433,167 | $179,726+141.0% | $156,263+177.2% | $142,382+204.2% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 16.36% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,580 | $5,069-68.8% | $4,333-63.5% | $4,299-63.2% |
| Participant deferral / active EE | $4,178 | $6,956-39.9% | $6,158-32.2% | $6,507-35.8% |
| Admin fee / account holder | $2,686 | $17,272-84.4% | $14,255-81.2% | $12,624-78.7% |