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 | $264,518 | $93,170+183.9% | $100,534+163.1% | $84,808+211.9% |
| Participation rate | 43.6% | 75.8%-32.3pp | 80.6%-37.0pp | 68.3%-24.7pp |
| Annual return | 14.80% | 47.13%-32.3pp | 32.66%-17.9pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,519 | $3,985-36.8% | $4,346-42.0% | $2,631-4.2% |
| Participant deferral / active EE | $4,242 | $5,699-25.6% | $6,144-31.0% | $4,212+0.7% |
| Admin fee / account holder | $1,084 | $7,382-85.3% | $7,654-85.8% | $7,344-85.2% |