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 9-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 | $270,934 | $60,022+351.4% | $88,946+204.6% | $84,808+219.5% |
| Participation rate | 6.3% | 57.8%-51.6pp | 68.8%-62.6pp | 68.3%-62.1pp |
| Annual return | 16.17% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $373 | $1,703-78.1% | $2,555-85.4% | $2,631-85.8% |
| Participant deferral / active EE | $1,143 | $3,114-63.3% | $4,581-75.0% | $4,212-72.9% |
| Admin fee / account holder | $2,958 | $4,811-38.5% | $8,261-64.2% | $7,344-59.7% |