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 | $286,851 | $189,613+51.3% | $167,512+71.2% | $142,382+101.5% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 17.63% | 2024.68%-2007.1pp | 1615.79%-1598.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,021 | $4,349-30.5% | $3,882-22.2% | $4,299-29.7% |
| Participant deferral / active EE | $12,436 | $6,981+78.1% | $6,405+94.2% | $6,507+91.1% |
| Admin fee / account holder | $20,784 | $10,528+97.4% | $9,769+112.8% | $12,624+64.6% |