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 | $285,857 | $109,413+161.3% | $156,263+82.9% | $84,808+237.1% |
| Participation rate | 39.4% | 72.7%-33.3pp | 78.9%-39.5pp | 68.3%-28.9pp |
| Annual return | 13.46% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,045 | $2,907-64.0% | $4,333-75.9% | $2,631-60.3% |
| Participant deferral / active EE | $2,808 | $4,590-38.8% | $6,158-54.4% | $4,212-33.3% |
| Admin fee / account holder | $10,229 | $9,357+9.3% | $14,255-28.2% | $7,344+39.3% |