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 | $295,833 | $163,101+81.4% | $136,749+116.3% | $142,382+107.8% |
| Participation rate | 53.3% | 78.2%-24.9pp | 72.1%-18.8pp | 80.1%-26.8pp |
| Annual return | 14.85% | 27.54%-12.7pp | 24.33%-9.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,247 | $4,117-45.4% | $3,400-33.9% | $4,299-47.7% |
| Participant deferral / active EE | $5,267 | $5,585-5.7% | $4,692+12.2% | $6,507-19.1% |
| Admin fee / account holder | $1,842 | $14,318-87.1% | $11,386-83.8% | $12,624-85.4% |