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 | $665,594 | $189,613+251.0% | $167,512+297.3% | $142,382+367.5% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 13.33% | 2024.68%-2011.4pp | 1615.79%-1602.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $9,552 | $4,349+119.6% | $3,882+146.1% | $4,299+122.2% |
| Participant deferral / active EE | $23,056 | $6,981+230.3% | $6,405+260.0% | $6,507+254.3% |
| Admin fee / account holder | $68,393 | $10,528+549.6% | $9,769+600.1% | $12,624+441.8% |