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 3-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 | $318,556 | $70,606+351.2% | $53,898+491.0% | $142,382+123.7% |
| Participation rate | 46.2% | 63.7%-17.6pp | 55.0%-8.8pp | 80.1%-34.0pp |
| Annual return | 12.69% | 619.81%-607.1pp | 528.60%-515.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,419 | $1,202+18.1% | $932+52.3% | $4,299-67.0% |
| Participant deferral / active EE | $2,709 | $2,364+14.6% | $1,826+48.3% | $6,507-58.4% |
| Admin fee / account holder | $35,812 | $2,852+1155.8% | $2,491+1337.8% | $12,624+183.7% |