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 | $718,233 | $111,724+542.9% | $93,606+667.3% | $145,922+392.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 18.33% | 202.98%-184.7pp | 133.20%-114.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,081 | $3,090-32.7% | $2,420-14.0% | $4,660-55.3% |
| Participant deferral / active EE | $3,727 | $4,912-24.1% | $4,411-15.5% | $6,688-44.3% |
| Admin fee / account holder | $29,319 | $10,250+186.0% | $8,285+253.9% | $13,397+118.8% |