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 | $685,988 | $67,331+918.8% | $60,874+1026.9% | $134,475+410.1% |
| Participation rate | 15.8% | 76.2%-60.4pp | 73.1%-57.3pp | 81.2%-65.4pp |
| Annual return | 5.12% | 49.93%-44.8pp | 16.90%-11.8pp | 417.96%-412.8pp |
| Employer contribution / active EE | $531 | $3,096-82.8% | $2,701-80.3% | $4,740-88.8% |
| Participant deferral / active EE | $1,827 | $4,538-59.7% | $3,817-52.1% | $6,400-71.4% |
| Admin fee / account holder | $1,179 | $4,582-74.3% | $3,224-63.4% | $11,426-89.7% |