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 | $341,738 | $76,738+345.3% | $56,411+505.8% | $145,922+134.2% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 68.48% | 2994.23%-2925.7pp | 1701.33%-1632.8pp | 561.29%-492.8pp |
| Employer contribution / active EE | $1,355 | $1,380-1.8% | $1,039+30.5% | $4,660-70.9% |
| Participant deferral / active EE | $2,157 | $2,623-17.8% | $1,952+10.5% | $6,688-67.7% |
| Admin fee / account holder | $2,434 | $3,334-27.0% | $2,829-13.9% | $13,397-81.8% |