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 | $333,165 | $176,812+88.4% | $146,665+127.2% | $167,490+98.9% |
| Participation rate | 61.1% | 83.6%-22.5pp | 80.1%-19.0pp | 82.1%-21.0pp |
| Annual return | 23.67% | 24.03%-0.4pp | 22.74%+0.9pp | 478.56%-454.9pp |
| Employer contribution / active EE | $3,054 | $5,160-40.8% | $4,136-26.2% | $4,837-36.9% |
| Participant deferral / active EE | $5,365 | $6,440-16.7% | $5,506-2.6% | $6,341-15.4% |
| Admin fee / account holder | $752 | $13,259-94.3% | $10,280-92.7% | $12,309-93.9% |