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 | $872,308 | $201,272+333.4% | $184,203+373.6% | $145,922+497.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 21.42% | 29.00%-7.6pp | 28.81%-7.4pp | 561.29%-539.9pp |
| Employer contribution / active EE | $4,725 | $7,022-32.7% | $6,427-26.5% | $4,660+1.4% |
| Participant deferral / active EE | $11,600 | $9,806+18.3% | $9,131+27.0% | $6,688+73.5% |
| Admin fee / account holder | $60,939 | $16,364+272.4% | $13,901+338.4% | $13,397+354.9% |