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 | $436,343 | $162,781+168.1% | $133,956+225.7% | $158,922+174.6% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 12.77% | 41.94%-29.2pp | 45.09%-32.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,390 | $4,975-72.1% | $3,919-64.5% | $4,761-70.8% |
| Participant deferral / active EE | $5,709 | $5,911-3.4% | $5,048+13.1% | $5,982-4.6% |
| Admin fee / account holder | $3,466 | $11,736-70.5% | $8,927-61.2% | $11,246-69.2% |