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 | $405,353 | $111,754+262.7% | $103,333+292.3% | $145,922+177.8% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 20.33% | 24.77%-4.4pp | 24.88%-4.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,804 | $4,212-33.4% | $3,868-27.5% | $4,660-39.8% |
| Participant deferral / active EE | $4,952 | $5,619-11.9% | $5,057-2.1% | $6,688-26.0% |
| Admin fee / account holder | $11,699 | $9,750+20.0% | $8,355+40.0% | $13,397-12.7% |