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 | $451,626 | $100,773+348.2% | $88,946+407.8% | $142,382+217.2% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 13.14% | 70.18%-57.0pp | 57.82%-44.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,735 | $2,918-6.3% | $2,555+7.1% | $4,299-36.4% |
| Participant deferral / active EE | $12,821 | $5,230+145.1% | $4,581+179.9% | $6,507+97.0% |
| Admin fee / account holder | $3,436 | $9,693-64.6% | $8,261-58.4% | $12,624-72.8% |