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 | $569,300 | $117,841+383.1% | $102,423+455.8% | $145,922+290.1% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 17.02% | 31.65%-14.6pp | 29.32%-12.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,832 | $3,615+6.0% | $3,023+26.8% | $4,660-17.8% |
| Participant deferral / active EE | $11,763 | $5,731+105.3% | $5,053+132.8% | $6,688+75.9% |
| Admin fee / account holder | $1,639 | $13,326-87.7% | $9,451-82.7% | $13,397-87.8% |