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 | $390,346 | $78,672+396.2% | $109,143+257.6% | $85,850+354.7% |
| Participation rate | 25.0% | 68.3%-43.3pp | 75.9%-50.9pp | 69.3%-44.3pp |
| Annual return | 13.35% | 25.09%-11.7pp | 25.75%-12.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,266 | $2,735+19.4% | $3,722-12.3% | $2,565+27.3% |
| Participant deferral / active EE | $5,754 | $3,467+65.9% | $4,653+23.7% | $3,952+45.6% |
| Admin fee / account holder | $1,781 | $5,469-67.4% | $6,752-73.6% | $6,260-71.6% |