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 | $939,868 | $159,602+488.9% | $150,045+526.4% | $142,382+560.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 21.32% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,007 | $4,961-39.4% | $4,693-35.9% | $4,299-30.1% |
| Participant deferral / active EE | $8,498 | $8,310+2.3% | $7,997+6.3% | $6,507+30.6% |
| Admin fee / account holder | $474 | $14,846-96.8% | $13,435-96.5% | $12,624-96.2% |