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 8-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 | $295,116 | $127,065+132.3% | $113,168+160.8% | $142,382+107.3% |
| Participation rate | 64.3% | 79.2%-14.9pp | 76.6%-12.3pp | 80.1%-15.8pp |
| Annual return | 15.82% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,712 | $3,442+36.9% | $2,975+58.4% | $4,299+9.6% |
| Participant deferral / active EE | $4,500 | $5,716-21.3% | $5,107-11.9% | $6,507-30.8% |
| Admin fee / account holder | $23,560 | $15,736+49.7% | $12,068+95.2% | $12,624+86.6% |