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 | $257,503 | $114,381+125.1% | $107,525+139.5% | $142,382+80.9% |
| Participation rate | 52.6% | 78.1%-25.5pp | 75.1%-22.4pp | 80.1%-27.5pp |
| Annual return | 16.29% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,492 | $4,015-37.9% | $3,754-33.6% | $4,299-42.0% |
| Participant deferral / active EE | $6,815 | $5,564+22.5% | $5,116+33.2% | $6,507+4.7% |
| Admin fee / account holder | $4,518 | $9,860-54.2% | $8,919-49.3% | $12,624-64.2% |