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 | $1,386,577 | $183,519+655.5% | $155,509+791.6% | $145,922+850.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 50.40% | 61.17%-10.8pp | 64.67%-14.3pp | 561.29%-510.9pp |
| Employer contribution / active EE | $1,773 | $5,313-66.6% | $4,672-62.1% | $4,660-62.0% |
| Participant deferral / active EE | $11,931 | $6,462+84.6% | $5,626+112.1% | $6,688+78.4% |
| Admin fee / account holder | $2,450 | $19,313-87.3% | $15,912-84.6% | $13,397-81.7% |