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 | $504,479 | $95,266+429.5% | $82,389+512.3% | $142,382+254.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 12.72% | 25.74%-13.0pp | 28.67%-15.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $20,696 | $2,991+591.9% | $2,517+722.2% | $4,299+381.4% |
| Participant deferral / active EE | $13,245 | $4,809+175.4% | $4,155+218.8% | $6,507+103.5% |
| Admin fee / account holder | $5,066 | $8,563-40.8% | $7,231-29.9% | $12,624-59.9% |