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 8-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 | $290,966 | $70,756+311.2% | $65,493+344.3% | $142,382+104.4% |
| Participation rate | 61.5% | 77.4%-15.8pp | 73.1%-11.6pp | 80.1%-18.6pp |
| Annual return | 15.37% | 1754.89%-1739.5pp | 982.45%-967.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,446 | $2,881-49.8% | $2,574-43.8% | $4,299-66.4% |
| Participant deferral / active EE | $4,349 | $4,637-6.2% | $3,961+9.8% | $6,507-33.2% |
| Admin fee / account holder | $6,607 | $6,559+0.7% | $5,028+31.4% | $12,624-47.7% |