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 | $271,795 | $54,705+396.8% | $71,209+281.7% | $84,808+220.5% |
| Participation rate | 68.0% | 64.1%+3.9pp | 73.8%-5.8pp | 68.3%-0.3pp |
| Annual return | 16.30% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,041 | $2,158-5.4% | $2,721-25.0% | $2,631-22.4% |
| Participant deferral / active EE | $6,694 | $3,030+120.9% | $4,175+60.3% | $4,212+58.9% |
| Admin fee / account holder | $32,997 | $4,863+578.5% | $5,349+516.9% | $7,344+349.3% |