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 | $444,298 | $197,591+124.9% | $177,821+149.9% | $158,922+179.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 16.51% | 58.76%-42.2pp | 48.32%-31.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,630 | $6,697-60.7% | $5,918-55.6% | $4,761-44.8% |
| Participant deferral / active EE | $5,102 | $8,405-39.3% | $7,714-33.9% | $5,982-14.7% |
| Admin fee / account holder | $2,500 | $15,399-83.8% | $12,427-79.9% | $11,246-77.8% |