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 | $544,505 | $133,922+306.6% | $116,228+368.5% | $142,382+282.4% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.6%-38.2pp | 80.1%-43.8pp |
| Annual return | 15.92% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,301 | $3,446-33.2% | $2,994-23.2% | $4,299-46.5% |
| Participant deferral / active EE | $4,042 | $5,672-28.7% | $4,953-18.4% | $6,507-37.9% |
| Admin fee / account holder | $366 | $14,945-97.6% | $11,989-97.0% | $12,624-97.1% |