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 | $864,105 | $106,890+708.4% | $84,015+928.5% | $152,861+465.3% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 27.49% | 104.99%-77.5pp | 71.31%-43.8pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,333 | $2,734-51.2% | $1,983-32.8% | $4,762-72.0% |
| Participant deferral / active EE | $2,774 | $4,011-30.8% | $3,239-14.3% | $5,850-52.6% |
| Admin fee / account holder | $22,872 | $8,285+176.1% | $6,101+274.9% | $11,596+97.2% |