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 | $306,772 | $74,927+309.4% | $101,794+201.4% | $84,808+261.7% |
| Participation rate | 60.7% | 61.4%-0.7pp | 69.2%-8.5pp | 68.3%-7.6pp |
| Annual return | 17.02% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,713 | $1,522+12.6% | $2,289-25.1% | $2,631-34.9% |
| Participant deferral / active EE | $6,017 | $3,099+94.2% | $4,084+47.3% | $4,212+42.9% |
| Admin fee / account holder | $2,632 | $6,514-59.6% | $8,777-70.0% | $7,344-64.2% |