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 | $608,138 | $150,440+304.2% | $136,294+346.2% | $147,584+312.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 17.82% | 1049.08%-1031.3pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,908 | $5,256-25.6% | $4,695-16.8% | $4,876-19.9% |
| Participant deferral / active EE | $7,965 | $6,630+20.1% | $6,247+27.5% | $5,439+46.5% |
| Admin fee / account holder | $3,798 | $10,905-65.2% | $9,243-58.9% | $10,885-65.1% |