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 3-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 | $361,002 | $117,983+206.0% | $101,794+254.6% | $142,382+153.5% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 15.84% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,376 | $2,773-50.4% | $2,289-39.9% | $4,299-68.0% |
| Participant deferral / active EE | $2,557 | $4,714-45.8% | $4,084-37.4% | $6,507-60.7% |
| Admin fee / account holder | $3,984 | $10,433-61.8% | $8,777-54.6% | $12,624-68.4% |