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 | $346,863 | $111,754+210.4% | $103,333+235.7% | $145,922+137.7% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.4pp |
| Annual return | 9.40% | 24.77%-15.4pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,829 | $4,212-32.8% | $3,868-26.9% | $4,660-39.3% |
| Participant deferral / active EE | $5,898 | $5,619+5.0% | $5,057+16.6% | $6,688-11.8% |
| Admin fee / account holder | $1,020 | $9,750-89.5% | $8,355-87.8% | $13,397-92.4% |