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 3-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 | $1,211,617 | $177,572+582.3% | $154,803+682.7% | $142,382+751.0% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 39.19% | 65.07%-25.9pp | 58.88%-19.7pp | 217.08%-177.9pp |
| Employer contribution / active EE | $1,222 | $4,810-74.6% | $4,305-71.6% | $4,299-71.6% |
| Participant deferral / active EE | $8,804 | $6,272+40.4% | $5,540+58.9% | $6,507+35.3% |
| Admin fee / account holder | $3,224 | $16,786-80.8% | $14,329-77.5% | $12,624-74.5% |