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 | $1,240,419 | $127,065+876.2% | $113,168+996.1% | $142,382+771.2% |
| Participation rate | 29.2% | 79.2%-50.0pp | 76.6%-47.4pp | 80.1%-51.0pp |
| Annual return | 53.66% | 24.03%+29.6pp | 24.27%+29.4pp | 217.08%-163.4pp |
| Employer contribution / active EE | $8,427 | $3,442+144.8% | $2,975+183.3% | $4,299+96.0% |
| Participant deferral / active EE | $3,985 | $5,716-30.3% | $5,107-22.0% | $6,507-38.8% |
| Admin fee / account holder | $6,840 | $15,736-56.5% | $12,068-43.3% | $12,624-45.8% |