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 | $404,608 | $144,119+180.7% | $117,854+243.3% | $147,584+174.2% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 10.60% | 531.15%-520.5pp | 335.08%-324.5pp | 578.55%-568.0pp |
| Employer contribution / active EE | $3,234 | $4,896-34.0% | $3,786-14.6% | $4,876-33.7% |
| Participant deferral / active EE | $5,722 | $5,316+7.6% | $4,482+27.7% | $5,439+5.2% |
| Admin fee / account holder | $11,596 | $10,886+6.5% | $8,020+44.6% | $10,885+6.5% |