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 | $1,510,993 | $81,632+1751.0% | $70,449+2044.8% | $158,922+850.8% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 8.46% | 208.40%-199.9pp | 109.03%-100.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $10,725 | $3,217+233.4% | $2,737+291.9% | $4,761+125.3% |
| Participant deferral / active EE | $12,488 | $4,554+174.2% | $3,709+236.7% | $5,982+108.8% |
| Admin fee / account holder | $691,112 | $6,193+11060.3% | $3,845+17873.2% | $11,246+6045.6% |