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 | $481,746 | $197,591+143.8% | $177,821+170.9% | $158,922+203.1% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.7%-47.7pp | 82.0%-42.0pp |
| Annual return | 18.74% | 58.76%-40.0pp | 48.32%-29.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $15,000 | $6,697+124.0% | $5,918+153.4% | $4,761+215.1% |
| Participant deferral / active EE | $10,800 | $8,405+28.5% | $7,714+40.0% | $5,982+80.5% |
| Admin fee / account holder | $1,249 | $15,399-91.9% | $12,427-90.0% | $11,246-88.9% |