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 | $250,738 | $80,717+210.6% | $154,803+62.0% | $84,808+195.7% |
| Participation rate | 60.5% | 66.8%-6.3pp | 78.1%-17.5pp | 68.3%-7.8pp |
| Annual return | 16.26% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $387 | $2,761-86.0% | $4,305-91.0% | $2,631-85.3% |
| Participant deferral / active EE | $9,476 | $3,303+186.9% | $5,540+71.0% | $4,212+125.0% |
| Admin fee / account holder | $2,854 | $6,746-57.7% | $14,329-80.1% | $7,344-61.1% |