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 | $1,193,002 | $189,613+529.2% | $167,512+612.2% | $142,382+737.9% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 20.72% | 2024.68%-2004.0pp | 1615.79%-1595.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $16,708 | $4,349+284.2% | $3,882+330.5% | $4,299+288.6% |
| Participant deferral / active EE | $16,438 | $6,981+135.5% | $6,405+156.7% | $6,507+152.6% |
| Admin fee / account holder | $22,236 | $10,528+111.2% | $9,769+127.6% | $12,624+76.1% |