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 9-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 | $3,955,453 | $80,724+4800.0% | $103,333+3727.9% | $74,495+5209.7% |
| Participation rate | 0.0% | 65.7%-65.7pp | 74.5%-74.5pp | 67.2%-67.2pp |
| Annual return | 29.77% | 27.56%+2.2pp | 24.88%+4.9pp | 1364.94%-1335.2pp |
| Employer contribution / active EE | $1,970 | $3,157-37.6% | $3,868-49.1% | $2,623-24.9% |
| Participant deferral / active EE | $3,246 | $3,860-15.9% | $5,057-35.8% | $4,346-25.3% |
| Admin fee / account holder | $43,835 | $2,368+1751.1% | $8,355+424.7% | $1,942+2157.5% |