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 | $337,176 | $54,762+515.7% | $90,281+273.5% | $72,985+362.0% |
| Participation rate | 0.0% | 65.1%-65.1pp | 73.3%-73.3pp | 69.5%-69.5pp |
| Annual return | 23.79% | 30.63%-6.8pp | 78.10%-54.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,284 | $2,092-38.6% | $2,854-55.0% | $2,440-47.4% |
| Participant deferral / active EE | $2,228 | $2,887-22.8% | $3,885-42.7% | $3,607-38.2% |
| Admin fee / account holder | $12,078 | $3,972+204.1% | $5,351+125.7% | $5,124+135.7% |