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 | $1,254,926 | $117,841+964.9% | $102,423+1125.2% | $145,922+760.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 34.87% | 31.65%+3.2pp | 29.32%+5.5pp | 561.29%-526.4pp |
| Employer contribution / active EE | $1,356 | $3,615-62.5% | $3,023-55.2% | $4,660-70.9% |
| Participant deferral / active EE | $9,443 | $5,731+64.8% | $5,053+86.9% | $6,688+41.2% |
| Admin fee / account holder | $56,994 | $13,326+327.7% | $9,451+503.1% | $13,397+325.4% |