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 5-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 | $301,905 | $177,572+70.0% | $154,803+95.0% | $142,382+112.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 454.98% | 65.07%+389.9pp | 58.88%+396.1pp | 217.08%+237.9pp |
| Employer contribution / active EE | $1,373 | $4,810-71.4% | $4,305-68.1% | $4,299-68.1% |
| Participant deferral / active EE | $5,664 | $6,272-9.7% | $5,540+2.2% | $6,507-13.0% |
| Admin fee / account holder | $2,058 | $16,786-87.7% | $14,329-85.6% | $12,624-83.7% |