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 9-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 | $295,333 | $86,929+239.7% | $102,423+188.3% | $80,856+265.3% |
| Participation rate | 35.4% | 72.4%-37.0pp | 76.5%-41.1pp | 67.6%-32.2pp |
| Annual return | 21.76% | 18.88%+2.9pp | 29.32%-7.6pp | 35.59%-13.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,694 | $4,118+14.0% | $5,053-7.1% | $4,296+9.3% |
| Admin fee / account holder | $11,345 | $8,049+40.9% | $9,451+20.0% | $6,918+64.0% |