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 | $478,018 | $83,477+472.6% | $125,175+281.9% | $72,985+555.0% |
| Participation rate | 25.9% | 73.3%-47.4pp | 79.8%-53.9pp | 69.5%-43.6pp |
| Annual return | 21.51% | 25.78%-4.3pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,388 | $2,345-40.8% | $3,865-64.1% | $2,440-43.1% |
| Participant deferral / active EE | $3,764 | $3,585+5.0% | $4,937-23.7% | $3,607+4.4% |
| Admin fee / account holder | $12,395 | $5,517+124.7% | $9,702+27.8% | $5,124+141.9% |