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 | $293,933 | $99,341+195.9% | $84,750+246.8% | $273,961+7.3% |
| Participation rate | 64.3% | 80.7%-16.4pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 3.15% | 22.93%-19.8pp | 22.78%-19.6pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,071 | $4,214-74.6% | $3,574-70.0% | $4,869-78.0% |
| Participant deferral / active EE | $6,694 | $4,269+56.8% | $3,712+80.4% | $5,287+26.6% |
| Admin fee / account holder | $4,874 | $6,644-26.6% | $5,332-8.6% | $10,132-51.9% |