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 | $281,670 | $183,519+53.5% | $155,509+81.1% | $145,922+93.0% |
| Participation rate | 54.2% | 82.7%-28.5pp | 78.2%-24.0pp | 80.3%-26.1pp |
| Annual return | 16.22% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,756 | $5,313-48.1% | $4,672-41.0% | $4,660-40.9% |
| Participant deferral / active EE | $5,360 | $6,462-17.1% | $5,626-4.7% | $6,688-19.8% |
| Admin fee / account holder | $2,069 | $19,313-89.3% | $15,912-87.0% | $13,397-84.6% |