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 | $378,275 | $127,065+197.7% | $113,168+234.3% | $142,382+165.7% |
| Participation rate | 46.7% | 79.2%-32.5pp | 76.6%-29.9pp | 80.1%-33.5pp |
| Annual return | 13.57% | 24.03%-10.5pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,781 | $3,442-48.3% | $2,975-40.1% | $4,299-58.6% |
| Participant deferral / active EE | $8,279 | $5,716+44.8% | $5,107+62.1% | $6,507+27.2% |
| Admin fee / account holder | $13,881 | $15,736-11.8% | $12,068+15.0% | $12,624+10.0% |