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 | $707,708 | $270,399+161.7% | $209,409+238.0% | $357,791+97.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 80.4%-13.7pp | 85.6%-18.9pp |
| Annual return | 14.23% | 194.89%-180.7pp | 159.49%-145.3pp | 396.79%-382.6pp |
| Employer contribution / active EE | $13,841 | $6,982+98.2% | $5,035+174.9% | $7,508+84.4% |
| Participant deferral / active EE | $9,141 | $4,606+98.5% | $4,230+116.1% | $5,521+65.6% |
| Admin fee / account holder | $10,253 | $18,969-45.9% | $16,474-37.8% | $28,387-63.9% |