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 | $298,668 | $148,978+100.5% | $200,582+48.9% | $84,808+252.2% |
| Participation rate | 53.3% | 84.2%-30.9pp | 86.9%-33.6pp | 68.3%-15.0pp |
| Annual return | 17.54% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,454 | $4,815-49.0% | $6,419-61.8% | $2,631-6.7% |
| Participant deferral / active EE | $3,638 | $7,142-49.1% | $9,331-61.0% | $4,212-13.6% |
| Admin fee / account holder | $12,091 | $13,977-13.5% | $16,305-25.8% | $7,344+64.6% |