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 | $441,308 | $214,378+105.9% | $200,582+120.0% | $142,382+209.9% |
| Participation rate | 30.0% | 87.4%-57.4pp | 86.9%-56.9pp | 80.1%-50.1pp |
| Annual return | 12.70% | 46.41%-33.7pp | 42.33%-29.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,287 | $6,841-52.0% | $6,419-48.8% | $4,299-23.5% |
| Participant deferral / active EE | $5,760 | $9,865-41.6% | $9,331-38.3% | $6,507-11.5% |
| Admin fee / account holder | $16,300 | $17,692-7.9% | $16,3050% | $12,624+29.1% |