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 5-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 | $523,309 | $106,515+391.3% | $96,683+441.3% | $139,434+275.3% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 126.99% | 38.43%+88.6pp | 35.69%+91.3pp | 372.94%-246.0pp |
| Employer contribution / active EE | $1,282 | $4,103-68.8% | $3,737-65.7% | $4,751-73.0% |
| Participant deferral / active EE | $7,500 | $5,454+37.5% | $4,878+53.7% | $6,710+11.8% |
| Admin fee / account holder | $3,794 | $7,877-51.8% | $6,730-43.6% | $11,403-66.7% |