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 | $327,310 | $107,452+204.6% | $91,541+257.6% | $142,382+129.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 18.40% | 22.06%-3.7pp | 20.50%-2.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,164 | $2,994-61.1% | $2,505-53.5% | $4,299-72.9% |
| Participant deferral / active EE | $2,259 | $4,754-52.5% | $4,008-43.6% | $6,507-65.3% |
| Admin fee / account holder | $7,825 | $8,834-11.4% | $6,956+12.5% | $12,624-38.0% |