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 9-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 | $692,319 | $85,766+707.2% | $136,294+408.0% | $70,131+887.2% |
| Participation rate | 20.0% | 74.2%-54.2pp | 81.9%-61.9pp | 69.5%-49.5pp |
| Annual return | 21.32% | 31.45%-10.1pp | 5155.94%-5134.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $3,657 | $2,966+23.3% | $4,695-22.1% | $2,342+56.1% |
| Participant deferral / active EE | $7,812 | $5,051+54.6% | $6,247+25.0% | $3,332+134.5% |
| Admin fee / account holder | $26,645 | $5,420+391.6% | $9,243+188.3% | $4,645+473.6% |