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 9-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 | $384,150 | $108,642+253.6% | $74,701+414.3% | $152,861+151.3% |
| Participation rate | 0.0% | 65.3%-65.3pp | 54.5%-54.5pp | 82.4%-82.4pp |
| Annual return | 23.23% | 114.06%-90.8pp | 752.92%-729.7pp | 345.32%-322.1pp |
| Employer contribution / active EE | $141 | $1,503-90.6% | $1,084-87.0% | $4,762-97.0% |
| Participant deferral / active EE | $177 | $2,712-93.5% | $1,964-91.0% | $5,850-97.0% |
| Admin fee / account holder | $3,743 | $4,902-23.7% | $3,333+12.3% | $11,596-67.7% |