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 | $280,117 | $158,398+76.8% | $126,539+121.4% | $142,382+96.7% |
| Participation rate | 63.6% | 75.8%-12.2pp | 69.8%-6.2pp | 80.1%-16.5pp |
| Annual return | 18.45% | 593.76%-575.3pp | 425.95%-407.5pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,852 | $4,650+47.3% | $3,674+86.5% | $4,299+59.4% |
| Participant deferral / active EE | $20,633 | $4,767+332.9% | $4,083+405.4% | $6,507+217.1% |
| Admin fee / account holder | $4,880 | $6,918-29.5% | $6,065-19.5% | $12,624-61.3% |