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 | $548,844 | $180,449+204.2% | $154,107+256.1% | $135,375+305.4% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -1.27% | 888.09%-889.4pp | 735.12%-736.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $23,219 | $6,035+284.7% | $5,298+338.3% | $4,779+385.9% |
| Participant deferral / active EE | $19,845 | $5,806+241.8% | $5,081+290.6% | $5,609+253.8% |
| Admin fee / account holder | $2,122 | $16,143-86.9% | $13,411-84.2% | $10,827-80.4% |