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 | $436,539 | $165,335+164.0% | $149,696+191.6% | $158,922+174.7% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 14.84% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $3,844 | $5,103-24.7% | $4,644-17.2% | $4,761-19.3% |
| Participant deferral / active EE | $9,354 | $7,181+30.3% | $6,842+36.7% | $5,982+56.4% |
| Admin fee / account holder | $23,271 | $10,807+115.3% | $9,309+150.0% | $11,246+106.9% |