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 | $341,708 | $214,378+59.4% | $200,582+70.4% | $142,382+140.0% |
| Participation rate | 44.4% | 87.4%-43.0pp | 86.9%-42.4pp | 80.1%-35.7pp |
| Annual return | 16.27% | 46.41%-30.1pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,821 | $6,841-58.8% | $6,419-56.1% | $4,299-34.4% |
| Participant deferral / active EE | $7,941 | $9,865-19.5% | $9,331-14.9% | $6,507+22.0% |
| Admin fee / account holder | $25,651 | $17,692+45.0% | $16,305+57.3% | $12,624+103.2% |