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 | $943,555 | $165,984+468.5% | $164,813+472.5% | $145,922+546.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 11.21% | 100.03%-88.8pp | 69.93%-58.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $24,298 | $5,273+360.8% | $4,341+459.7% | $4,660+421.5% |
| Participant deferral / active EE | $16,890 | $6,959+142.7% | $6,031+180.0% | $6,688+152.6% |
| Admin fee / account holder | $25,030 | $16,648+50.4% | $12,690+97.2% | $13,397+86.8% |