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 | $454,798 | $209,411+117.2% | $178,490+154.8% | $158,922+186.2% |
| Participation rate | 56.3% | 86.3%-30.1pp | 81.9%-25.7pp | 82.0%-25.7pp |
| Annual return | 16.35% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $5,678 | $5,706-0.5% | $5,011+13.3% | $4,761+19.3% |
| Participant deferral / active EE | $3,491 | $5,954-41.4% | $5,202-32.9% | $5,982-41.6% |
| Admin fee / account holder | $9,337 | $17,074-45.3% | $13,984-33.2% | $11,246-17.0% |