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 | $566,270 | $209,411+170.4% | $178,490+217.3% | $158,922+256.3% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 21.61% | 188.75%-167.1pp | 151.07%-129.5pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,558 | $5,706-72.7% | $5,011-68.9% | $4,761-67.3% |
| Participant deferral / active EE | $6,737 | $5,954+13.1% | $5,202+29.5% | $5,982+12.6% |
| Admin fee / account holder | $27,949 | $17,074+63.7% | $13,984+99.9% | $11,246+148.5% |