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 | $482,613 | $100,852+378.5% | $90,404+433.8% | $158,922+203.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 23.42% | 1724.20%-1700.8pp | 1293.02%-1269.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $10,190 | $3,689+176.3% | $3,262+212.4% | $4,761+114.0% |
| Participant deferral / active EE | $10,400 | $4,348+139.2% | $3,963+162.4% | $5,982+73.9% |
| Admin fee / account holder | $1,211 | $6,501-81.4% | $5,611-78.4% | $11,246-89.2% |