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 | $516,266 | $85,022+507.2% | $70,515+632.1% | $139,434+270.3% |
| Participation rate | 42.9% | 73.9%-31.1pp | 68.3%-25.5pp | 80.3%-37.5pp |
| Annual return | 21.83% | 30.38%-8.6pp | 32.77%-10.9pp | 372.94%-351.1pp |
| Employer contribution / active EE | $6,802 | $3,909+74.0% | $2,973+128.8% | $4,751+43.2% |
| Participant deferral / active EE | $9,975 | $5,890+69.3% | $4,567+118.4% | $6,710+48.7% |
| Admin fee / account holder | $2,224 | $8,906-75.0% | $6,412-65.3% | $11,403-80.5% |