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 | $309,113 | $117,983+162.0% | $101,794+203.7% | $142,382+117.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 15.67% | 36.92%-21.2pp | 30.53%-14.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,514 | $2,773-45.4% | $2,289-33.9% | $4,299-64.8% |
| Participant deferral / active EE | $4,933 | $4,714+4.7% | $4,084+20.8% | $6,507-24.2% |
| Admin fee / account holder | $6,919 | $10,433-33.7% | $8,777-21.2% | $12,624-45.2% |