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 | $288,454 | $83,902+243.8% | $167,512+72.2% | $84,808+240.1% |
| Participation rate | 34.4% | 66.5%-32.1pp | 77.1%-42.7pp | 68.3%-33.9pp |
| Annual return | 14.99% | 91.55%-76.6pp | 1615.79%-1600.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,971 | $4,442+11.9% | $6,405-22.4% | $4,212+18.0% |
| Admin fee / account holder | $534 | $7,915-93.2% | $9,769-94.5% | $7,344-92.7% |