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 | $274,550 | $95,803+186.6% | $113,168+142.6% | $84,808+223.7% |
| Participation rate | 36.1% | 72.9%-36.8pp | 76.6%-40.5pp | 68.3%-32.2pp |
| Annual return | 19.19% | 25.00%-5.8pp | 24.27%-5.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,469 | $2,360-37.7% | $2,975-50.6% | $2,631-44.1% |
| Participant deferral / active EE | $2,195 | $4,242-48.3% | $5,107-57.0% | $4,212-47.9% |
| Admin fee / account holder | $874 | $8,989-90.3% | $12,068-92.8% | $7,344-88.1% |