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 9-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 | $750,756 | $95,266+688.1% | $82,389+811.2% | $142,382+427.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 12.92% | 25.74%-12.8pp | 28.67%-15.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $10,856 | $2,991+262.9% | $2,517+331.3% | $4,299+152.5% |
| Participant deferral / active EE | $20,667 | $4,809+329.8% | $4,155+397.4% | $6,507+217.6% |
| Admin fee / account holder | $6,414 | $8,563-25.1% | $7,231-11.3% | $12,624-49.2% |