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 | $301,815 | $127,065+137.5% | $113,168+166.7% | $142,382+112.0% |
| Participation rate | 64.7% | 79.2%-14.5pp | 76.6%-11.9pp | 80.1%-15.4pp |
| Annual return | 18.42% | 24.03%-5.6pp | 24.27%-5.8pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,373 | $3,442+27.0% | $2,975+47.0% | $4,299+1.7% |
| Participant deferral / active EE | $6,641 | $5,716+16.2% | $5,107+30.0% | $6,507+2.1% |
| Admin fee / account holder | $2,948 | $15,736-81.3% | $12,068-75.6% | $12,624-76.6% |