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 | $659,320 | $149,734+340.3% | $118,925+454.4% | $158,922+314.9% |
| Participation rate | 60.0% | 82.1%-22.1pp | 75.4%-15.4pp | 82.0%-22.0pp |
| Annual return | 9.28% | 19.95%-10.7pp | 35.88%-26.6pp | 302.83%-293.5pp |
| Employer contribution / active EE | $4,238 | $4,115+3.0% | $3,263+29.9% | $4,761-11.0% |
| Participant deferral / active EE | $15,600 | $5,223+198.7% | $4,265+265.8% | $5,982+160.8% |
| Admin fee / account holder | $3,932 | $8,603-54.3% | $6,581-40.3% | $11,246-65.0% |