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 8-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 | $411,772 | $99,877+312.3% | $84,966+384.6% | $145,922+182.2% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 11.33% | 83.76%-72.4pp | 66.38%-55.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $451 | $3,231-86.0% | $2,727-83.5% | $4,660-90.3% |
| Participant deferral / active EE | $9,273 | $5,291+75.3% | $4,519+105.2% | $6,688+38.7% |
| Admin fee / account holder | $4,341 | $7,248-40.1% | $6,149-29.4% | $13,397-67.6% |