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 | $516,884 | $159,901+223.3% | $146,958+251.7% | $145,922+254.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 26.29% | 98.13%-71.8pp | 418.34%-392.0pp | 561.29%-535.0pp |
| Employer contribution / active EE | $2,704 | $5,286-48.8% | $4,933-45.2% | $4,660-42.0% |
| Participant deferral / active EE | $6,329 | $8,428-24.9% | $8,070-21.6% | $6,688-5.4% |
| Admin fee / account holder | $3,696 | $15,044-75.4% | $12,998-71.6% | $13,397-72.4% |