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 | $364,492 | $65,561+456.0% | $86,188+322.9% | $75,163+384.9% |
| Participation rate | 21.4% | 60.5%-39.1pp | 69.0%-47.5pp | 67.2%-45.8pp |
| Annual return | 31.23% | 46.05%-14.8pp | 1168.45%-1137.2pp | 160.62%-129.4pp |
| Employer contribution / active EE | $1,151 | $1,553-25.9% | $2,380-51.6% | $2,670-56.9% |
| Participant deferral / active EE | $2,657 | $3,024-12.1% | $3,985-33.3% | $4,125-35.6% |
| Admin fee / account holder | $17,240 | $5,474+214.9% | $6,852+151.6% | $5,651+205.1% |