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 8-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 | $603,481 | $158,398+281.0% | $126,539+376.9% | $142,382+323.8% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 17.83% | 593.76%-575.9pp | 425.95%-408.1pp | 217.08%-199.2pp |
| Employer contribution / active EE | $10,437 | $4,650+124.5% | $3,674+184.1% | $4,299+142.8% |
| Participant deferral / active EE | $8,082 | $4,767+69.6% | $4,083+98.0% | $6,507+24.2% |
| Admin fee / account holder | $703 | $6,918-89.8% | $6,065-88.4% | $12,624-94.4% |