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 | $621,130 | $155,788+298.7% | $124,672+398.2% | $167,490+270.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 10.52% | 17.97%-7.5pp | 5142.93%-5132.4pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,640 | $4,163-60.6% | $3,324-50.7% | $4,837-66.1% |
| Participant deferral / active EE | $13,000 | $5,673+129.1% | $4,614+181.7% | $6,341+105.0% |
| Admin fee / account holder | $8,631 | $9,531-9.4% | $7,493+15.2% | $12,309-29.9% |