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 | $351,875 | $150,440+133.9% | $136,294+158.2% | $147,584+138.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.62% | 1049.08%-1035.5pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,971 | $5,256-24.4% | $4,695-15.4% | $4,876-18.6% |
| Participant deferral / active EE | $7,963 | $6,630+20.1% | $6,247+27.5% | $5,439+46.4% |
| Admin fee / account holder | $1,547 | $10,905-85.8% | $9,243-83.3% | $10,885-85.8% |