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 | $271,334 | $127,065+113.5% | $113,168+139.8% | $142,382+90.6% |
| Participation rate | 61.5% | 79.2%-17.7pp | 76.6%-15.0pp | 80.1%-18.6pp |
| Annual return | 14.69% | 24.03%-9.3pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,142 | $3,442-66.8% | $2,975-61.6% | $4,299-73.4% |
| Participant deferral / active EE | $3,530 | $5,716-38.3% | $5,107-30.9% | $6,507-45.8% |
| Admin fee / account holder | $17,800 | $15,736+13.1% | $12,068+47.5% | $12,624+41.0% |