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 | $460,785 | $202,432+127.6% | $169,368+172.1% | $139,434+230.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 10.61% | 531.74%-521.1pp | 405.60%-395.0pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,278 | $4,692-72.8% | $4,013-68.2% | $4,751-73.1% |
| Participant deferral / active EE | $8,804 | $6,938+26.9% | $6,221+41.5% | $6,710+31.2% |
| Admin fee / account holder | $2,975 | $10,708-72.2% | $9,003-67.0% | $11,403-73.9% |