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 6-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 | $336,765 | $109,881+206.5% | $150,045+124.4% | $84,808+297.1% |
| Participation rate | 44.8% | 76.1%-31.3pp | 82.3%-37.5pp | 68.3%-23.5pp |
| Annual return | 40.39% | 28.25%+12.1pp | 62.55%-22.2pp | 40.90%-0.5pp |
| Employer contribution / active EE | $1,212 | $3,561-66.0% | $4,693-74.2% | $2,631-53.9% |
| Participant deferral / active EE | $2,865 | $6,636-56.8% | $7,997-64.2% | $4,212-32.0% |
| Admin fee / account holder | $590 | $8,568-93.1% | $13,435-95.6% | $7,344-92.0% |