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 | $284,889 | $158,398+79.9% | $126,539+125.1% | $142,382+100.1% |
| Participation rate | 7.7% | 75.8%-68.1pp | 69.8%-62.1pp | 80.1%-72.4pp |
| Annual return | 30.54% | 593.76%-563.2pp | 425.95%-395.4pp | 217.08%-186.5pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $601 | $4,767-87.4% | $4,083-85.3% | $6,507-90.8% |
| Admin fee / account holder | $878 | $6,918-87.3% | $6,065-85.5% | $12,624-93.0% |