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 | $892,545 | $81,632+993.4% | $70,449+1166.9% | $158,922+461.6% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.1%-35.1pp | 82.0%-42.0pp |
| Annual return | 10.81% | 208.40%-197.6pp | 109.03%-98.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $14,510 | $3,217+351.0% | $2,737+430.2% | $4,761+204.8% |
| Participant deferral / active EE | $10,400 | $4,554+128.4% | $3,709+180.4% | $5,982+73.9% |
| Admin fee / account holder | $31,720 | $6,193+412.2% | $3,845+724.9% | $11,246+182.1% |