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 | $407,830 | $127,065+221.0% | $113,168+260.4% | $142,382+186.4% |
| Participation rate | 30.0% | 79.2%-49.2pp | 76.6%-46.6pp | 80.1%-50.1pp |
| Annual return | 87.24% | 24.03%+63.2pp | 24.27%+63.0pp | 217.08%-129.8pp |
| Employer contribution / active EE | $1,669 | $3,442-51.5% | $2,975-43.9% | $4,299-61.2% |
| Participant deferral / active EE | $7,622 | $5,716+33.3% | $5,107+49.2% | $6,507+17.1% |
| Admin fee / account holder | $30,360 | $15,736+92.9% | $12,068+151.6% | $12,624+140.5% |