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 | $289,836 | $163,101+77.7% | $136,749+111.9% | $142,382+103.6% |
| Participation rate | 28.6% | 78.2%-49.7pp | 72.1%-43.6pp | 80.1%-51.5pp |
| Annual return | 18.26% | 27.54%-9.3pp | 24.33%-6.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,571 | $4,117-61.8% | $3,400-53.8% | $4,299-63.4% |
| Participant deferral / active EE | $6,714 | $5,585+20.2% | $4,692+43.1% | $6,507+3.2% |
| Admin fee / account holder | $1,204 | $14,318-91.6% | $11,386-89.4% | $12,624-90.5% |