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 | $536,635 | $165,984+223.3% | $164,813+225.6% | $145,922+267.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.16% | 100.03%-80.9pp | 69.93%-50.8pp | 561.29%-542.1pp |
| Employer contribution / active EE | $4,858 | $5,273-7.9% | $4,341+11.9% | $4,660+4.3% |
| Participant deferral / active EE | $12,154 | $6,959+74.7% | $6,031+101.5% | $6,688+81.7% |
| Admin fee / account holder | $34,254 | $16,648+105.8% | $12,690+169.9% | $13,397+155.7% |