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 | $618,907 | $148,534+316.7% | $135,903+355.4% | $139,434+343.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 27.04% | 79.19%-52.1pp | 68.23%-41.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $13,833 | $5,243+163.8% | $4,856+184.9% | $4,751+191.2% |
| Participant deferral / active EE | $9,801 | $8,100+21.0% | $7,758+26.3% | $6,710+46.1% |
| Admin fee / account holder | $57,856 | $12,400+366.6% | $10,762+437.6% | $11,403+407.4% |