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 8-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 | $2,105,295 | $80,717+2508.2% | $154,803+1260.0% | $84,808+2382.4% |
| Participation rate | 2.4% | 66.8%-64.4pp | 78.1%-75.7pp | 68.3%-65.9pp |
| Annual return | 17.81% | 37.96%-20.1pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,641 | $2,761-40.6% | $4,305-61.9% | $2,631-37.6% |
| Participant deferral / active EE | $3,153 | $3,303-4.5% | $5,540-43.1% | $4,212-25.1% |
| Admin fee / account holder | $119,959 | $6,746+1678.3% | $14,329+737.2% | $7,344+1533.5% |