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 | $505,435 | $165,984+204.5% | $164,813+206.7% | $145,922+246.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 20.84% | 100.03%-79.2pp | 69.93%-49.1pp | 561.29%-540.4pp |
| Employer contribution / active EE | $4,309 | $5,273-18.3% | $4,341-0.7% | $4,660-7.5% |
| Participant deferral / active EE | $8,056 | $6,959+15.8% | $6,031+33.6% | $6,688+20.5% |
| Admin fee / account holder | $147,477 | $16,648+785.9% | $12,690+1062.2% | $13,397+1000.8% |