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 | $822,135 | $165,335+397.3% | $149,696+449.2% | $158,922+417.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 25.50% | 348.15%-322.6pp | 276.60%-251.1pp | 302.83%-277.3pp |
| Employer contribution / active EE | $4,819 | $5,103-5.6% | $4,644+3.8% | $4,761+1.2% |
| Participant deferral / active EE | $7,513 | $7,181+4.6% | $6,842+9.8% | $5,982+25.6% |
| Admin fee / account holder | $6,473 | $10,807-40.1% | $9,309-30.5% | $11,246-42.4% |