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 | $431,927 | $183,519+135.4% | $155,509+177.8% | $145,922+196.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 23.44% | 61.17%-37.7pp | 64.67%-41.2pp | 561.29%-537.8pp |
| Employer contribution / active EE | $5,588 | $5,313+5.2% | $4,672+19.6% | $4,660+19.9% |
| Participant deferral / active EE | $15,054 | $6,462+132.9% | $5,626+167.6% | $6,688+125.1% |
| Admin fee / account holder | $10,839 | $19,313-43.9% | $15,912-31.9% | $13,397-19.1% |