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 | $902,005 | $159,901+464.1% | $146,958+513.8% | $145,922+518.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 26.04% | 98.13%-72.1pp | 418.34%-392.3pp | 561.29%-535.2pp |
| Employer contribution / active EE | $3,124 | $5,286-40.9% | $4,933-36.7% | $4,660-33.0% |
| Participant deferral / active EE | $15,000 | $8,428+78.0% | $8,070+85.9% | $6,688+124.3% |
| Admin fee / account holder | $4,918 | $15,044-67.3% | $12,998-62.2% | $13,397-63.3% |