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 | $503,725 | $100,773+399.9% | $88,946+466.3% | $142,382+253.8% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.8%-5.2pp | 80.1%-16.5pp |
| Annual return | 21.36% | 70.18%-48.8pp | 57.82%-36.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,164 | $2,918+8.4% | $2,555+23.8% | $4,299-26.4% |
| Participant deferral / active EE | $7,968 | $5,230+52.3% | $4,581+73.9% | $6,507+22.5% |
| Admin fee / account holder | $1,525 | $9,693-84.3% | $8,261-81.5% | $12,624-87.9% |