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 | $369,118 | $109,881+235.9% | $150,045+146.0% | $84,808+335.2% |
| Participation rate | 37.9% | 76.1%-38.2pp | 82.3%-44.4pp | 68.3%-30.4pp |
| Annual return | 19.24% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,893 | $3,561-46.8% | $4,693-59.7% | $2,631-28.0% |
| Participant deferral / active EE | $7,935 | $6,636+19.6% | $7,997-0.8% | $4,212+88.4% |
| Admin fee / account holder | $1,292 | $8,568-84.9% | $13,435-90.4% | $7,344-82.4% |