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 | $305,188 | $99,652+206.3% | $78,778+287.4% | $147,584+106.8% |
| Participation rate | 20.0% | 76.2%-56.2pp | 69.2%-49.2pp | 82.8%-62.8pp |
| Annual return | 21.29% | 47.28%-26.0pp | 35.62%-14.3pp | 578.55%-557.3pp |
| Employer contribution / active EE | $800 | $2,796-71.4% | $1,986-59.7% | $4,876-83.6% |
| Participant deferral / active EE | $4,400 | $3,664+20.1% | $2,958+48.7% | $5,439-19.1% |
| Admin fee / account holder | $876 | $7,155-87.8% | $5,134-82.9% | $10,885-92.0% |