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 | $288,326 | $109,413+163.5% | $156,263+84.5% | $84,808+240.0% |
| Participation rate | 45.5% | 72.7%-27.2pp | 78.9%-33.5pp | 68.3%-22.9pp |
| Annual return | 15.24% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,504 | $4,590-1.9% | $6,158-26.9% | $4,212+6.9% |
| Admin fee / account holder | $4,214 | $9,357-55.0% | $14,255-70.4% | $7,344-42.6% |