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 3-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 | $306,609 | $60,022+410.8% | $88,946+244.7% | $84,808+261.5% |
| Participation rate | 12.2% | 57.8%-45.6pp | 68.8%-56.7pp | 68.3%-56.1pp |
| Annual return | 17.14% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $733 | $1,703-56.9% | $2,555-71.3% | $2,631-72.1% |
| Participant deferral / active EE | $1,369 | $3,114-56.0% | $4,581-70.1% | $4,212-67.5% |
| Admin fee / account holder | $4,176 | $4,811-13.2% | $8,261-49.5% | $7,344-43.1% |