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 | $336,297 | $86,944+286.8% | $107,525+212.8% | $74,304+352.6% |
| Participation rate | 25.7% | 59.6%-33.8pp | 75.1%-49.4pp | 60.3%-34.6pp |
| Annual return | 17.43% | 23.52%-6.1pp | 181.32%-163.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,599 | $2,757-42.0% | $3,754-57.4% | $2,241-28.7% |
| Participant deferral / active EE | $3,804 | $3,554+7.0% | $5,116-25.6% | $3,767+1.0% |
| Admin fee / account holder | $3,365 | $3,727-9.7% | $8,919-62.3% | $2,969+13.4% |