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 | $329,848 | $106,584+209.5% | $101,326+225.5% | $142,382+131.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 12.77% | 36.93%-24.2pp | 36.82%-24.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,464 | $3,956-37.7% | $3,665-32.8% | $4,299-42.7% |
| Participant deferral / active EE | $3,963 | $8,297-52.2% | $7,994-50.4% | $6,507-39.1% |
| Admin fee / account holder | $6,613 | $11,446-42.2% | $11,185-40.9% | $12,624-47.6% |