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 | $391,154 | $64,839+503.3% | $95,585+309.2% | $84,808+361.2% |
| Participation rate | 22.2% | 63.8%-41.6pp | 72.1%-49.9pp | 68.3%-46.1pp |
| Annual return | 17.38% | -670.96%+688.3pp | 38.56%-21.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,484 | $1,759-15.6% | $2,527-41.3% | $2,631-43.6% |
| Participant deferral / active EE | $5,956 | $2,965+100.9% | $4,023+48.1% | $4,212+41.4% |
| Admin fee / account holder | $3,262 | $5,964-45.3% | $6,127-46.8% | $7,344-55.6% |