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 | $358,037 | $106,515+236.1% | $96,683+270.3% | $139,434+156.8% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 13.28% | 38.43%-25.1pp | 35.69%-22.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,490 | $4,103-63.7% | $3,737-60.1% | $4,751-68.6% |
| Participant deferral / active EE | $4,454 | $5,454-18.3% | $4,878-8.7% | $6,710-33.6% |
| Admin fee / account holder | $3,778 | $7,877-52.0% | $6,730-43.9% | $11,403-66.9% |