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 | $867,651 | $99,918+768.4% | $81,382+966.2% | $145,922+494.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 19.25% | 34.32%-15.1pp | 24.73%-5.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,701 | $2,978-9.3% | $2,463+9.7% | $4,660-42.0% |
| Participant deferral / active EE | $5,401 | $4,605+17.3% | $3,883+39.1% | $6,688-19.2% |
| Admin fee / account holder | $4,058 | $8,212-50.6% | $5,768-29.7% | $13,397-69.7% |