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 | $505,065 | $209,411+141.2% | $178,490+183.0% | $158,922+217.8% |
| Participation rate | 40.9% | 86.3%-45.4pp | 81.9%-41.0pp | 82.0%-41.0pp |
| Annual return | 43.56% | 188.75%-145.2pp | 151.07%-107.5pp | 302.83%-259.3pp |
| Employer contribution / active EE | $1,509 | $5,706-73.6% | $5,011-69.9% | $4,761-68.3% |
| Participant deferral / active EE | $3,123 | $5,954-47.5% | $5,202-40.0% | $5,982-47.8% |
| Admin fee / account holder | $6,743 | $17,074-60.5% | $13,984-51.8% | $11,246-40.0% |