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 | $2,360,963 | $117,983+1901.1% | $101,794+2219.4% | $142,382+1558.2% |
| Participation rate | 6.3% | 74.2%-68.0pp | 69.2%-62.9pp | 80.1%-73.9pp |
| Annual return | 27.61% | 36.92%-9.3pp | 30.53%-2.9pp | 217.08%-189.5pp |
| Employer contribution / active EE | $2,032 | $2,773-26.7% | $2,289-11.2% | $4,299-52.7% |
| Participant deferral / active EE | $6,711 | $4,714+42.4% | $4,084+64.3% | $6,507+3.1% |
| Admin fee / account holder | $67,797 | $10,433+549.8% | $8,777+672.4% | $12,624+437.1% |