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 | $656,272 | $77,813+743.4% | $123,544+431.2% | $64,186+922.5% |
| Participation rate | 17.9% | 74.7%-56.9pp | 82.3%-64.4pp | 69.6%-51.7pp |
| Annual return | 13.70% | 12.48%+1.2pp | 119.20%-105.5pp | 7.63%+6.1pp |
| Employer contribution / active EE | $3,982 | $3,014+32.1% | $4,628-14.0% | $2,381+67.3% |
| Participant deferral / active EE | $9,036 | $5,240+72.4% | $6,426+40.6% | $3,470+160.4% |
| Admin fee / account holder | $11,093 | $5,519+101.0% | $9,284+19.5% | $4,888+126.9% |