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 | $305,858 | $111,724+173.8% | $93,606+226.7% | $145,922+109.6% |
| Participation rate | 65.2% | 74.2%-9.0pp | 68.7%-3.5pp | 80.3%-15.1pp |
| Annual return | 19.86% | 202.98%-183.1pp | 133.20%-113.3pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,445 | $3,090-20.9% | $2,420+1.0% | $4,660-47.5% |
| Participant deferral / active EE | $3,507 | $4,912-28.6% | $4,411-20.5% | $6,688-47.6% |
| Admin fee / account holder | $9,222 | $10,250-10.0% | $8,285+11.3% | $13,397-31.2% |