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 | $3,083,426 | $169,032+1724.2% | $129,207+2286.4% | $145,922+2013.1% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 132.24% | 14330.11%-14197.9pp | 9417.33%-9285.1pp | 561.29%-429.0pp |
| Employer contribution / active EE | $14,600 | $5,537+163.7% | $4,153+251.5% | $4,660+213.3% |
| Participant deferral / active EE | $20,333 | $4,987+307.7% | $4,168+387.9% | $6,688+204.0% |
| Admin fee / account holder | $31,379 | $9,954+215.2% | $7,715+306.7% | $13,397+134.2% |