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 | $271,981 | $74,927+263.0% | $101,794+167.2% | $84,808+220.7% |
| Participation rate | 58.3% | 61.4%-3.1pp | 69.2%-10.9pp | 68.3%-10.0pp |
| Annual return | 16.42% | 18.70%-2.3pp | 30.53%-14.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,301 | $1,522+51.2% | $2,289+0.5% | $2,631-12.5% |
| Participant deferral / active EE | $3,344 | $3,099+7.9% | $4,084-18.1% | $4,212-20.6% |
| Admin fee / account holder | $2,122 | $6,514-67.4% | $8,777-75.8% | $7,344-71.1% |