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 | $452,313 | $109,881+311.6% | $150,045+201.5% | $84,808+433.3% |
| Participation rate | 53.5% | 76.1%-22.6pp | 82.3%-28.8pp | 68.3%-14.8pp |
| Annual return | 16.28% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,424 | $3,561-3.8% | $4,693-27.0% | $2,631+30.2% |
| Participant deferral / active EE | $5,003 | $6,636-24.6% | $7,997-37.4% | $4,212+18.8% |
| Admin fee / account holder | $30,104 | $8,568+251.4% | $13,435+124.1% | $7,344+309.9% |