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 | $288,127 | $90,348+218.9% | $75,972+279.3% | $145,922+97.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 17.41% | 620.88%-603.5pp | 359.55%-342.1pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,630 | $3,311-20.6% | $2,685-2.1% | $4,660-43.6% |
| Participant deferral / active EE | $9,950 | $5,162+92.8% | $4,255+133.8% | $6,688+48.8% |
| Admin fee / account holder | $3,104 | $8,467-63.3% | $6,467-52.0% | $13,397-76.8% |