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 | $390,794 | $117,983+231.2% | $101,794+283.9% | $142,382+174.5% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.2%-24.7pp | 80.1%-35.7pp |
| Annual return | 16.74% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,570 | $2,773-43.4% | $2,289-31.4% | $4,299-63.5% |
| Participant deferral / active EE | $7,289 | $4,714+54.6% | $4,084+78.5% | $6,507+12.0% |
| Admin fee / account holder | $2,482 | $10,433-76.2% | $8,777-71.7% | $12,624-80.3% |