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 | $322,691 | $99,341+224.8% | $84,750+280.8% | $273,961+17.8% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 3.74% | 22.93%-19.2pp | 22.78%-19.0pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,345 | $4,214-68.1% | $3,574-62.4% | $4,869-72.4% |
| Participant deferral / active EE | $3,186 | $4,269-25.4% | $3,712-14.2% | $5,287-39.7% |
| Admin fee / account holder | $14,642 | $6,644+120.4% | $5,332+174.6% | $10,132+44.5% |