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 | $512,289 | $74,888+584.1% | $71,209+619.4% | $142,382+259.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 20.16% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,295 | $2,854-19.6% | $2,721-15.7% | $4,299-46.6% |
| Participant deferral / active EE | $19,728 | $4,454+342.9% | $4,175+372.5% | $6,507+203.2% |
| Admin fee / account holder | $6,454 | $5,568+15.9% | $5,349+20.7% | $12,624-48.9% |