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 | $4,101,032 | $198,466+1966.4% | $170,442+2306.1% | $147,584+2678.8% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 18.43% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $9,492 | $6,184+53.5% | $5,433+74.7% | $4,876+94.7% |
| Participant deferral / active EE | $4,092 | $5,629-27.3% | $4,939-17.2% | $5,439-24.8% |
| Admin fee / account holder | $21,481 | $16,852+27.5% | $13,880+54.8% | $10,885+97.3% |