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 | $754,077 | $197,591+281.6% | $177,821+324.1% | $158,922+374.5% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 17.53% | 58.76%-41.2pp | 48.32%-30.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,467 | $6,697-78.1% | $5,918-75.2% | $4,761-69.2% |
| Participant deferral / active EE | $7,089 | $8,405-15.7% | $7,714-8.1% | $5,982+18.5% |
| Admin fee / account holder | $3,195 | $15,399-79.3% | $12,427-74.3% | $11,246-71.6% |