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 | $255,993 | $60,022+326.5% | $88,946+187.8% | $84,808+201.9% |
| Participation rate | 50.0% | 57.8%-7.8pp | 68.8%-18.8pp | 68.3%-18.3pp |
| Annual return | 33.54% | 22.43%+11.1pp | 57.82%-24.3pp | 40.90%-7.4pp |
| Employer contribution / active EE | $2,662 | $1,703+56.4% | $2,555+4.2% | $2,631+1.2% |
| Participant deferral / active EE | $6,383 | $3,114+105.0% | $4,581+39.3% | $4,212+51.5% |
| Admin fee / account holder | $2,566 | $4,811-46.7% | $8,261-68.9% | $7,344-65.1% |