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 | $284,868 | $108,642+162.2% | $74,701+281.3% | $152,861+86.4% |
| Participation rate | 41.7% | 65.3%-23.7pp | 54.5%-12.8pp | 82.4%-40.8pp |
| Annual return | 37.82% | 114.06%-76.2pp | 752.92%-715.1pp | 345.32%-307.5pp |
| Employer contribution / active EE | $995 | $1,503-33.8% | $1,084-8.2% | $4,762-79.1% |
| Participant deferral / active EE | $3,117 | $2,712+14.9% | $1,964+58.8% | $5,850-46.7% |
| Admin fee / account holder | $4,099 | $4,902-16.4% | $3,333+23.0% | $11,596-64.7% |