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 | $582,037 | $85,022+584.6% | $70,515+725.4% | $139,434+317.4% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 19.93% | 30.38%-10.4pp | 32.77%-12.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $13,822 | $3,909+253.6% | $2,973+364.9% | $4,751+190.9% |
| Participant deferral / active EE | $8,017 | $5,890+36.1% | $4,567+75.5% | $6,710+19.5% |
| Admin fee / account holder | $3,485 | $8,906-60.9% | $6,412-45.6% | $11,403-69.4% |