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 | $349,909 | $106,515+228.5% | $96,683+261.9% | $139,434+150.9% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.3%-6.2pp | 80.3%-12.1pp |
| Annual return | 22.22% | 38.43%-16.2pp | 35.69%-13.5pp | 372.94%-350.7pp |
| Employer contribution / active EE | $3,882 | $4,103-5.4% | $3,737+3.9% | $4,751-18.3% |
| Participant deferral / active EE | $10,928 | $5,454+100.4% | $4,878+124.0% | $6,710+62.9% |
| Admin fee / account holder | $6,868 | $7,877-12.8% | $6,730+2.1% | $11,403-39.8% |