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 | $274,101 | $165,984+65.1% | $164,813+66.3% | $145,922+87.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 9.83% | 100.03%-90.2pp | 69.93%-60.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,340 | $5,273-55.6% | $4,341-46.1% | $4,660-49.8% |
| Participant deferral / active EE | $7,167 | $6,959+3.0% | $6,031+18.8% | $6,688+7.2% |
| Admin fee / account holder | $4,493 | $16,648-73.0% | $12,690-64.6% | $13,397-66.5% |