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 | $380,392 | $84,527+350.0% | $67,711+461.8% | $125,391+203.4% |
| Participation rate | 33.3% | 74.8%-41.5pp | 67.5%-34.2pp | 83.2%-49.9pp |
| Annual return | 98.74% | 2.57%+96.2pp | 25.41%+73.3pp | 282.22%-183.5pp |
| Employer contribution / active EE | $613 | $3,292-81.4% | $2,559-76.1% | $4,866-87.4% |
| Participant deferral / active EE | $753 | $4,429-83.0% | $3,585-79.0% | $5,352-85.9% |
| Admin fee / account holder | $48,282 | $5,340+804.2% | $4,255+1034.8% | $9,540+406.1% |