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 | $268,660 | $76,738+250.1% | $56,411+376.3% | $145,922+84.1% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 16.20% | 2994.23%-2978.0pp | 1701.33%-1685.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,333 | $1,380-3.4% | $1,039+28.4% | $4,660-71.4% |
| Participant deferral / active EE | $10,000 | $2,623+281.3% | $1,952+412.3% | $6,688+49.5% |
| Admin fee / account holder | $738 | $3,334-77.9% | $2,829-73.9% | $13,397-94.5% |