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 | $589,756 | $159,602+269.5% | $150,045+293.1% | $142,382+314.2% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.3%-53.8pp | 80.1%-51.5pp |
| Annual return | 18.01% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $943 | $4,961-81.0% | $4,693-79.9% | $4,299-78.1% |
| Participant deferral / active EE | $7,643 | $8,310-8.0% | $7,997-4.4% | $6,507+17.5% |
| Admin fee / account holder | $4,571 | $14,846-69.2% | $13,435-66.0% | $12,624-63.8% |