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 | $288,759 | $127,065+127.3% | $113,168+155.2% | $142,382+102.8% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 16.72% | 24.03%-7.3pp | 24.27%-7.5pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,310 | $3,442-61.9% | $2,975-56.0% | $4,299-69.5% |
| Participant deferral / active EE | $2,689 | $5,716-53.0% | $5,107-47.3% | $6,507-58.7% |
| Admin fee / account holder | $7,056 | $15,736-55.2% | $12,068-41.5% | $12,624-44.1% |