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 | $619,914 | $183,519+237.8% | $155,509+298.6% | $145,922+324.8% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 27.90% | 61.17%-33.3pp | 64.67%-36.8pp | 561.29%-533.4pp |
| Employer contribution / active EE | $3,572 | $5,313-32.8% | $4,672-23.5% | $4,660-23.3% |
| Participant deferral / active EE | $5,007 | $6,462-22.5% | $5,626-11.0% | $6,688-25.1% |
| Admin fee / account holder | $5,873 | $19,313-69.6% | $15,912-63.1% | $13,397-56.2% |