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 | $520,069 | $124,281+318.5% | $109,143+376.5% | $167,490+210.5% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 11.01% | 26.04%-15.0pp | 25.75%-14.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,230 | $4,207-47.0% | $3,722-40.1% | $4,837-53.9% |
| Participant deferral / active EE | $5,322 | $5,255+1.3% | $4,653+14.4% | $6,341-16.1% |
| Admin fee / account holder | $4,514 | $7,970-43.4% | $6,752-33.2% | $12,309-63.3% |