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 | $257,107 | $89,753+186.5% | $107,525+139.1% | $84,808+203.2% |
| Participation rate | 41.9% | 68.1%-26.1pp | 75.1%-33.1pp | 68.3%-26.4pp |
| Annual return | 17.21% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,045 | $3,113-66.4% | $3,754-72.2% | $2,631-60.3% |
| Participant deferral / active EE | $1,751 | $4,056-56.8% | $5,116-65.8% | $4,212-58.4% |
| Admin fee / account holder | $930 | $7,222-87.1% | $8,919-89.6% | $7,344-87.3% |