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 | $298,799 | $77,899+283.6% | $149,673+99.6% | $75,163+297.5% |
| Participation rate | 16.4% | 65.6%-49.2pp | 78.8%-62.3pp | 67.2%-50.8pp |
| Annual return | 25.32% | 31.72%-6.4pp | 134.42%-109.1pp | 160.62%-135.3pp |
| Employer contribution / active EE | $419 | $3,137-86.7% | $4,818-91.3% | $2,670-84.3% |
| Participant deferral / active EE | $1,186 | $3,411-65.2% | $5,680-79.1% | $4,125-71.3% |
| Admin fee / account holder | $1,087 | $5,956-81.8% | $13,210-91.8% | $5,651-80.8% |