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 6-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 | $279,051 | $192,717+44.8% | $142,449+95.9% | $139,434+100.1% |
| Participation rate | 62.5% | 81.5%-19.0pp | 76.8%-14.3pp | 80.3%-17.8pp |
| Annual return | 13.88% | 17.99%-4.1pp | 19.99%-6.1pp | 372.94%-359.1pp |
| Employer contribution / active EE | $4,086 | $5,806-29.6% | $4,847-15.7% | $4,751-14.0% |
| Participant deferral / active EE | $12,679 | $7,208+75.9% | $6,283+101.8% | $6,710+89.0% |
| Admin fee / account holder | $4,972 | $15,124-67.1% | $10,011-50.3% | $11,403-56.4% |