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 | $439,388 | $127,065+245.8% | $113,168+288.3% | $142,382+208.6% |
| Participation rate | 36.8% | 79.2%-42.4pp | 76.6%-39.7pp | 80.1%-43.3pp |
| Annual return | 18.10% | 24.03%-5.9pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,437 | $3,442-29.2% | $2,975-18.1% | $4,299-43.3% |
| Participant deferral / active EE | $5,660 | $5,716-1.0% | $5,107+10.8% | $6,507-13.0% |
| Admin fee / account holder | $5,388 | $15,736-65.8% | $12,068-55.3% | $12,624-57.3% |