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 9-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 | $356,825 | $71,050+402.2% | $93,606+281.2% | $80,856+341.3% |
| Participation rate | 10.0% | 60.4%-50.4pp | 68.7%-58.7pp | 67.6%-57.6pp |
| Annual return | 10.18% | 11.26%-1.1pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,315 | $1,564-15.9% | $2,420-45.7% | $2,755-52.3% |
| Participant deferral / active EE | $2,675 | $4,034-33.7% | $4,411-39.4% | $4,296-37.7% |
| Admin fee / account holder | $6,205 | $6,945-10.7% | $8,285-25.1% | $6,918-10.3% |