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 | $411,724 | $88,751+363.9% | $81,812+403.3% | $145,922+182.2% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 23.34% | 1025.40%-1002.1pp | 773.79%-750.4pp | 561.29%-537.9pp |
| Employer contribution / active EE | $1,474 | $3,083-52.2% | $2,912-49.4% | $4,660-68.4% |
| Participant deferral / active EE | $6,100 | $4,643+31.4% | $4,319+41.3% | $6,688-8.8% |
| Admin fee / account holder | $9,758 | $8,415+16.0% | $7,386+32.1% | $13,397-27.2% |