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 | $821,780 | $109,817+648.3% | $98,442+734.8% | $167,490+390.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 9.47% | 1956.69%-1947.2pp | 1492.73%-1483.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,898 | $3,224-10.1% | $2,960-2.1% | $4,837-40.1% |
| Participant deferral / active EE | $13,000 | $4,673+178.2% | $4,276+204.0% | $6,341+105.0% |
| Admin fee / account holder | $8,959 | $6,753+32.7% | $5,949+50.6% | $12,309-27.2% |