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 | $381,283 | $78,672+384.7% | $109,143+249.3% | $85,850+344.1% |
| Participation rate | 27.3% | 68.3%-41.0pp | 75.9%-48.6pp | 69.3%-42.0pp |
| Annual return | 19.70% | 25.09%-5.4pp | 25.75%-6.0pp | 318.53%-298.8pp |
| Employer contribution / active EE | $2,421 | $2,735-11.5% | $3,722-35.0% | $2,565-5.6% |
| Participant deferral / active EE | $2,836 | $3,467-18.2% | $4,653-39.0% | $3,952-28.2% |
| Admin fee / account holder | $2,112 | $5,469-61.4% | $6,752-68.7% | $6,260-66.3% |