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 | $766,020 | $179,726+326.2% | $156,263+390.2% | $142,382+438.0% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.9%-21.8pp | 80.1%-23.0pp |
| Annual return | 18.24% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,803 | $5,069-25.0% | $4,333-12.2% | $4,299-11.5% |
| Participant deferral / active EE | $7,817 | $6,956+12.4% | $6,158+26.9% | $6,507+20.1% |
| Admin fee / account holder | $154,520 | $17,272+794.6% | $14,255+984.0% | $12,624+1124.0% |