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 | $914,409 | $84,233+985.6% | $170,442+436.5% | $70,131+1203.9% |
| Participation rate | 17.2% | 70.8%-53.6pp | 83.6%-66.4pp | 69.5%-52.3pp |
| Annual return | 20.71% | 23.06%-2.3pp | 205.93%-185.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $3,259 | $3,387-3.8% | $5,433-40.0% | $2,342+39.1% |
| Participant deferral / active EE | $6,791 | $3,086+120.1% | $4,939+37.5% | $3,332+103.8% |
| Admin fee / account holder | $4,783 | $5,698-16.1% | $13,880-65.5% | $4,645+3.0% |