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 | $587,032 | $172,478+240.4% | $145,661+303.0% | $142,382+312.3% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 12.72% | 151.09%-138.4pp | 101.46%-88.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,162 | $4,899-15.1% | $4,238-1.8% | $4,299-3.2% |
| Participant deferral / active EE | $11,927 | $8,348+42.9% | $7,198+65.7% | $6,507+83.3% |
| Admin fee / account holder | $97,109 | $16,864+475.8% | $12,466+679.0% | $12,624+669.3% |