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 | $701,722 | $90,348+676.7% | $75,972+823.7% | $145,922+380.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 15.28% | 620.88%-605.6pp | 359.55%-344.3pp | 561.29%-546.0pp |
| Employer contribution / active EE | $13,822 | $3,311+317.5% | $2,685+414.8% | $4,660+196.6% |
| Participant deferral / active EE | $6,667 | $5,162+29.2% | $4,255+56.7% | $6,688-0.3% |
| Admin fee / account holder | $4,454 | $8,467-47.4% | $6,467-31.1% | $13,397-66.8% |