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 | $413,219 | $96,305+329.1% | $80,569+412.9% | $139,434+196.4% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 15.46% | 1350.08%-1334.6pp | 935.43%-920.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,528 | $3,262-53.1% | $2,723-43.9% | $4,751-67.8% |
| Participant deferral / active EE | $9,666 | $5,232+84.7% | $4,447+117.3% | $6,710+44.0% |
| Admin fee / account holder | $23,286 | $6,599+252.9% | $5,377+333.0% | $11,403+104.2% |