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 | $292,035 | $99,020+194.9% | $86,590+237.3% | $147,584+97.9% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 23.50% | 1312.34%-1288.8pp | 964.84%-941.3pp | 578.55%-555.0pp |
| Employer contribution / active EE | $2,450 | $3,132-21.8% | $2,839-13.7% | $4,876-49.8% |
| Participant deferral / active EE | $7,134 | $3,972+79.6% | $3,609+97.7% | $5,439+31.2% |
| Admin fee / account holder | $12,521 | $5,710+119.3% | $4,906+155.2% | $10,885+15.0% |