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 | $303,242 | $150,440+101.6% | $136,294+122.5% | $147,584+105.5% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 12.54% | 1049.08%-1036.5pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,240 | $5,256-76.4% | $4,695-73.6% | $4,876-74.6% |
| Participant deferral / active EE | $3,960 | $6,630-40.3% | $6,247-36.6% | $5,439-27.2% |
| Admin fee / account holder | $2,538 | $10,905-76.7% | $9,243-72.5% | $10,885-76.7% |