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 | $282,652 | $60,022+370.9% | $88,946+217.8% | $84,808+233.3% |
| Participation rate | 37.1% | 57.8%-20.7pp | 68.8%-31.7pp | 68.3%-31.2pp |
| Annual return | 24.52% | 22.43%+2.1pp | 57.82%-33.3pp | 40.90%-16.4pp |
| Employer contribution / active EE | $1,615 | $1,703-5.1% | $2,555-36.8% | $2,631-38.6% |
| Participant deferral / active EE | $4,082 | $3,114+31.1% | $4,581-10.9% | $4,212-3.1% |
| Admin fee / account holder | $11,157 | $4,811+131.9% | $8,261+35.1% | $7,344+51.9% |