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 | $888,954 | $117,983+653.5% | $101,794+773.3% | $142,382+524.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 10.71% | 36.92%-26.2pp | 30.53%-19.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,837 | $2,773+2.3% | $2,289+23.9% | $4,299-34.0% |
| Participant deferral / active EE | $11,960 | $4,714+153.7% | $4,084+192.8% | $6,507+83.8% |
| Admin fee / account holder | $11,709 | $10,433+12.2% | $8,777+33.4% | $12,624-7.2% |