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 | $269,902 | $117,983+128.8% | $101,794+165.1% | $142,382+89.6% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.2%-23.7pp | 80.1%-34.7pp |
| Annual return | 20.53% | 36.92%-16.4pp | 30.53%-10.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,351 | $2,773-51.3% | $2,289-41.0% | $4,299-68.6% |
| Participant deferral / active EE | $6,724 | $4,714+42.6% | $4,084+64.6% | $6,507+3.3% |
| Admin fee / account holder | $1,778 | $10,433-83.0% | $8,777-79.7% | $12,624-85.9% |