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 4-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 | $251,024 | $68,719+265.3% | $91,541+174.2% | $84,808+196.0% |
| Participation rate | 14.3% | 64.5%-50.2pp | 69.8%-55.5pp | 68.3%-54.0pp |
| Annual return | 20.63% | 19.12%+1.5pp | 20.50%+0.1pp | 40.90%-20.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,407 | $3,136+168.1% | $4,008+109.8% | $4,212+99.6% |
| Admin fee / account holder | $1,297 | $5,786-77.6% | $6,956-81.4% | $7,344-82.3% |