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 | $592,744 | $74,927+691.1% | $101,794+482.3% | $84,808+598.9% |
| Participation rate | 16.1% | 61.4%-45.3pp | 69.2%-53.1pp | 68.3%-52.2pp |
| Annual return | 17.00% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $402 | $1,522-73.6% | $2,289-82.5% | $2,631-84.7% |
| Participant deferral / active EE | $2,243 | $3,099-27.6% | $4,084-45.1% | $4,212-46.8% |
| Admin fee / account holder | $3,866 | $6,514-40.7% | $8,777-56.0% | $7,344-47.4% |