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 | $1,689,714 | $149,734+1028.5% | $118,925+1320.8% | $158,922+963.2% |
| Participation rate | 28.6% | 82.1%-53.5pp | 75.4%-46.8pp | 82.0%-53.4pp |
| Annual return | 25.98% | 19.95%+6.0pp | 35.88%-9.9pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,425 | $4,115-65.4% | $3,263-56.3% | $4,761-70.1% |
| Participant deferral / active EE | $1,714 | $5,223-67.2% | $4,265-59.8% | $5,982-71.3% |
| Admin fee / account holder | $9,548 | $8,603+11.0% | $6,581+45.1% | $11,246-15.1% |