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 | $329,584 | $111,754+194.9% | $103,333+219.0% | $145,922+125.9% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 13.03% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,693 | $4,212-59.8% | $3,868-56.2% | $4,660-63.7% |
| Participant deferral / active EE | $5,533 | $5,619-1.5% | $5,057+9.4% | $6,688-17.3% |
| Admin fee / account holder | $4,075 | $9,750-58.2% | $8,355-51.2% | $13,397-69.6% |