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 | $1,118,643 | $110,809+909.5% | $86,874+1187.7% | $167,490+567.9% |
| Participation rate | 33.3% | 75.8%-42.5pp | 71.6%-38.3pp | 82.1%-48.8pp |
| Annual return | 12.19% | 116.98%-104.8pp | 63.52%-51.3pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,900 | $3,244-10.6% | $2,495+16.2% | $4,837-40.1% |
| Participant deferral / active EE | $4,333 | $4,546-4.7% | $3,699+17.1% | $6,341-31.7% |
| Admin fee / account holder | $14,589 | $8,415+73.4% | $5,828+150.3% | $12,309+18.5% |