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 | $263,587 | $109,881+139.9% | $150,045+75.7% | $84,808+210.8% |
| Participation rate | 53.1% | 76.1%-23.0pp | 82.3%-29.2pp | 68.3%-15.2pp |
| Annual return | 15.80% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,178 | $3,561-38.8% | $4,693-53.6% | $2,631-17.2% |
| Participant deferral / active EE | $3,938 | $6,636-40.7% | $7,997-50.8% | $4,212-6.5% |
| Admin fee / account holder | $9,174 | $8,568+7.1% | $13,435-31.7% | $7,344+24.9% |