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 | $323,178 | $159,602+102.5% | $150,045+115.4% | $142,382+127.0% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.3%-44.2pp | 80.1%-42.0pp |
| Annual return | 15.73% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,216 | $4,961-75.5% | $4,693-74.1% | $4,299-71.7% |
| Participant deferral / active EE | $4,187 | $8,310-49.6% | $7,997-47.6% | $6,507-35.6% |
| Admin fee / account holder | $2,581 | $14,846-82.6% | $13,435-80.8% | $12,624-79.6% |