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 | $600,356 | $176,056+241.0% | $159,436+276.5% | $167,490+258.4% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.22% | 331.75%-316.5pp | 263.57%-248.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,731 | $5,297-29.6% | $4,829-22.7% | $4,837-22.9% |
| Participant deferral / active EE | $7,539 | $7,750-2.7% | $7,352+2.5% | $6,341+18.9% |
| Admin fee / account holder | $17,049 | $12,554+35.8% | $10,799+57.9% | $12,309+38.5% |