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 | $524,596 | $210,648+149.0% | $177,989+194.7% | $145,922+259.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.13% | 385.86%-374.7pp | 294.48%-283.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,719 | $4,565-18.5% | $3,949-5.8% | $4,660-20.2% |
| Participant deferral / active EE | $11,753 | $6,958+68.9% | $6,276+87.3% | $6,688+75.7% |
| Admin fee / account holder | $3,348 | $12,013-72.1% | $10,363-67.7% | $13,397-75.0% |