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 | $380,291 | $117,841+222.7% | $102,423+271.3% | $145,922+160.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 9.33% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,930 | $3,615-46.6% | $3,023-36.2% | $4,660-58.6% |
| Participant deferral / active EE | $2,412 | $5,731-57.9% | $5,053-52.3% | $6,688-63.9% |
| Admin fee / account holder | $3,318 | $13,326-75.1% | $9,451-64.9% | $13,397-75.2% |