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 | $291,080 | $80,717+260.6% | $154,803+88.0% | $84,808+243.2% |
| Participation rate | 51.4% | 66.8%-15.4pp | 78.1%-26.6pp | 68.3%-16.9pp |
| Annual return | 16.55% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,405 | $2,761-12.9% | $4,305-44.2% | $2,631-8.6% |
| Participant deferral / active EE | $4,904 | $3,303+48.5% | $5,540-11.5% | $4,212+16.4% |
| Admin fee / account holder | $5,196 | $6,746-23.0% | $14,329-63.7% | $7,344-29.2% |