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 | $436,586 | $107,452+306.3% | $91,541+376.9% | $142,382+206.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 13.16% | 22.06%-8.9pp | 20.50%-7.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $413 | $2,994-86.2% | $2,505-83.5% | $4,299-90.4% |
| Participant deferral / active EE | $3,809 | $4,754-19.9% | $4,008-5.0% | $6,507-41.5% |
| Admin fee / account holder | $3,139 | $8,834-64.5% | $6,956-54.9% | $12,624-75.1% |