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 | $823,780 | $177,572+363.9% | $154,803+432.1% | $142,382+478.6% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 19.23% | 65.07%-45.8pp | 58.88%-39.7pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,326 | $4,810-51.6% | $4,305-46.0% | $4,299-45.9% |
| Participant deferral / active EE | $13,150 | $6,272+109.7% | $5,540+137.3% | $6,507+102.1% |
| Admin fee / account holder | $530 | $16,786-96.8% | $14,329-96.3% | $12,624-95.8% |