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 | $250,333 | $148,978+68.0% | $200,582+24.8% | $84,808+195.2% |
| Participation rate | 50.7% | 84.2%-33.5pp | 86.9%-36.2pp | 68.3%-17.6pp |
| Annual return | 16.27% | 28.16%-11.9pp | 42.33%-26.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,456 | $4,815-28.2% | $6,419-46.2% | $2,631+31.4% |
| Participant deferral / active EE | $6,247 | $7,142-12.5% | $9,331-33.1% | $4,212+48.3% |
| Admin fee / account holder | $20,309 | $13,977+45.3% | $16,305+24.6% | $7,344+176.6% |