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 | $273,025 | $127,065+114.9% | $113,168+141.3% | $142,382+91.8% |
| Participation rate | 58.8% | 79.2%-20.4pp | 76.6%-17.7pp | 80.1%-21.3pp |
| Annual return | 17.03% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,594 | $3,442-53.7% | $2,975-46.4% | $4,299-62.9% |
| Participant deferral / active EE | $5,474 | $5,716-4.2% | $5,107+7.2% | $6,507-15.9% |
| Admin fee / account holder | $7,774 | $15,736-50.6% | $12,068-35.6% | $12,624-38.4% |