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 9-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 | $625,117 | $150,187+316.2% | $120,354+419.4% | $145,922+328.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 19.43% | 154.07%-134.6pp | 107.15%-87.7pp | 561.29%-541.9pp |
| Employer contribution / active EE | $4,652 | $4,348+7.0% | $3,463+34.4% | $4,660-0.2% |
| Participant deferral / active EE | $20,333 | $6,173+229.4% | $4,991+307.4% | $6,688+204.0% |
| Admin fee / account holder | $2,526 | $12,207-79.3% | $9,423-73.2% | $13,397-81.1% |