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 | $260,070 | $117,983+120.4% | $101,794+155.5% | $142,382+82.7% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.2%-0.4pp | 80.1%-11.4pp |
| Annual return | 14.27% | 36.92%-22.6pp | 30.53%-16.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,081 | $2,773-61.0% | $2,289-52.8% | $4,299-74.9% |
| Participant deferral / active EE | $2,618 | $4,714-44.5% | $4,084-35.9% | $6,507-59.8% |
| Admin fee / account holder | $77,496 | $10,433+642.8% | $8,777+782.9% | $12,624+513.9% |