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 | $520,743 | $150,187+246.7% | $120,354+332.7% | $145,922+256.9% |
| Participation rate | 45.5% | 78.8%-33.3pp | 71.9%-26.5pp | 80.3%-34.8pp |
| Annual return | 20.77% | 154.07%-133.3pp | 107.15%-86.4pp | 561.29%-540.5pp |
| Employer contribution / active EE | $1,000 | $4,348-77.0% | $3,463-71.1% | $4,660-78.5% |
| Participant deferral / active EE | $5,009 | $6,173-18.9% | $4,991+0.4% | $6,688-25.1% |
| Admin fee / account holder | $17,707 | $12,207+45.1% | $9,423+87.9% | $13,397+32.2% |