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 | $549,201 | $107,334+411.7% | $92,893+491.2% | $152,861+259.3% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 36.17% | 145.58%-109.4pp | 109.41%-73.2pp | 345.32%-309.2pp |
| Employer contribution / active EE | $2,089 | $4,221-50.5% | $3,653-42.8% | $4,762-56.1% |
| Participant deferral / active EE | $2,415 | $4,845-50.2% | $4,236-43.0% | $5,850-58.7% |
| Admin fee / account holder | $3,922 | $7,079-44.6% | $5,794-32.3% | $11,596-66.2% |