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 | $615,034 | $69,207+788.7% | $64,056+860.1% | $139,434+341.1% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 15.23% | 45.88%-30.7pp | 33.69%-18.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,638 | $3,182-17.1% | $2,747-4.0% | $4,751-44.5% |
| Participant deferral / active EE | $12,193 | $4,682+160.4% | $3,880+214.2% | $6,710+81.7% |
| Admin fee / account holder | $4,039 | $4,244-4.8% | $3,068+31.6% | $11,403-64.6% |