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 | $276,651 | $109,881+151.8% | $150,045+84.4% | $84,808+226.2% |
| Participation rate | 56.0% | 76.1%-20.1pp | 82.3%-26.3pp | 68.3%-12.3pp |
| Annual return | 14.64% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,189 | $3,561-66.6% | $4,693-74.7% | $2,631-54.8% |
| Participant deferral / active EE | $7,884 | $6,636+18.8% | $7,997-1.4% | $4,212+87.2% |
| Admin fee / account holder | $9,395 | $8,568+9.7% | $13,435-30.1% | $7,344+27.9% |