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 6-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 | $519,107 | $74,888+593.2% | $71,209+629.0% | $142,382+264.6% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 17.92% | 345.14%-327.2pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,050 | $2,854-63.2% | $2,721-61.4% | $4,299-75.6% |
| Participant deferral / active EE | $7,750 | $4,454+74.0% | $4,175+85.6% | $6,507+19.1% |
| Admin fee / account holder | $4,533 | $5,568-18.6% | $5,349-15.3% | $12,624-64.1% |