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 | $541,546 | $228,332+137.2% | $185,823+191.4% | $158,922+240.8% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 10.04% | 40.80%-30.8pp | 35.95%-25.9pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,040 | $4,967-79.1% | $4,087-74.6% | $4,761-78.2% |
| Participant deferral / active EE | $14,012 | $6,415+118.4% | $5,632+148.8% | $5,982+134.2% |
| Admin fee / account holder | $4,310 | $11,864-63.7% | $9,500-54.6% | $11,246-61.7% |