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 | $471,086 | $126,574+272.2% | $106,213+343.5% | $145,922+222.8% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 20.25% | 224.79%-204.5pp | 116.14%-95.9pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,823 | $3,730-24.3% | $3,171-11.0% | $4,660-39.4% |
| Participant deferral / active EE | $9,614 | $5,724+68.0% | $5,016+91.7% | $6,688+43.8% |
| Admin fee / account holder | $3,152 | $17,304-81.8% | $11,033-71.4% | $13,397-76.5% |