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 | $303,166 | $197,591+53.4% | $177,821+70.5% | $158,922+90.8% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 31.58% | 58.76%-27.2pp | 48.32%-16.7pp | 302.83%-271.2pp |
| Employer contribution / active EE | $40,228 | $6,697+500.6% | $5,918+579.7% | $4,761+744.9% |
| Participant deferral / active EE | $18,755 | $8,405+123.1% | $7,714+143.1% | $5,982+213.5% |
| Admin fee / account holder | $41,049 | $15,399+166.6% | $12,427+230.3% | $11,246+265.0% |