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 | $672,815 | $177,572+278.9% | $154,803+334.6% | $142,382+372.5% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 14.13% | 65.07%-50.9pp | 58.88%-44.8pp | 217.08%-202.9pp |
| Employer contribution / active EE | $927 | $4,810-80.7% | $4,305-78.5% | $4,299-78.4% |
| Participant deferral / active EE | $5,372 | $6,272-14.4% | $5,540-3.0% | $6,507-17.5% |
| Admin fee / account holder | $4,766 | $16,786-71.6% | $14,329-66.7% | $12,624-62.2% |