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 | $316,992 | $117,983+168.7% | $101,794+211.4% | $142,382+122.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 16.91% | 36.92%-20.0pp | 30.53%-13.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,811 | $2,773+1.4% | $2,289+22.8% | $4,299-34.6% |
| Participant deferral / active EE | $6,127 | $4,714+30.0% | $4,084+50.0% | $6,507-5.8% |
| Admin fee / account holder | $9,652 | $10,433-7.5% | $8,777+10.0% | $12,624-23.5% |