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 | $459,581 | $81,460+464.2% | $103,333+344.8% | $80,856+468.4% |
| Participation rate | 30.8% | 66.8%-36.1pp | 74.5%-43.7pp | 67.6%-36.9pp |
| Annual return | 10.59% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,182 | $3,105-61.9% | $3,868-69.4% | $2,755-57.1% |
| Participant deferral / active EE | $3,298 | $3,869-14.8% | $5,057-34.8% | $4,296-23.2% |
| Admin fee / account holder | $4,849 | $6,566-26.1% | $8,355-42.0% | $6,918-29.9% |