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 | $406,753 | $70,756+474.9% | $65,493+521.1% | $142,382+185.7% |
| Participation rate | 28.6% | 77.4%-48.8pp | 73.1%-44.5pp | 80.1%-51.5pp |
| Annual return | 18.00% | 1754.89%-1736.9pp | 982.45%-964.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $711 | $2,881-75.3% | $2,574-72.4% | $4,299-83.5% |
| Participant deferral / active EE | $8,936 | $4,637+92.7% | $3,961+125.6% | $6,507+37.3% |
| Admin fee / account holder | $964 | $6,559-85.3% | $5,028-80.8% | $12,624-92.4% |