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 | $251,238 | $60,022+318.6% | $88,946+182.5% | $84,808+196.2% |
| Participation rate | 8.0% | 57.8%-49.8pp | 68.8%-60.8pp | 68.3%-60.3pp |
| Annual return | 14.44% | 22.43%-8.0pp | 57.82%-43.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $294 | $1,703-82.7% | $2,555-88.5% | $2,631-88.8% |
| Participant deferral / active EE | $2,570 | $3,114-17.5% | $4,581-43.9% | $4,212-39.0% |
| Admin fee / account holder | $1,999 | $4,811-58.5% | $8,261-75.8% | $7,344-72.8% |