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 | $256,688 | $91,190+181.5% | $178,490+43.8% | $79,858+221.4% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 16.09% | 24.19%-8.1pp | 151.07%-135.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $4,333 | $3,256+33.1% | $5,011-13.5% | $2,471+75.4% |
| Participant deferral / active EE | $5,623 | $3,236+73.8% | $5,202+8.1% | $3,740+50.3% |
| Admin fee / account holder | $2,753 | $6,751-59.2% | $13,984-80.3% | $5,306-48.1% |