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 6-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 | $439,034 | $158,398+177.2% | $126,539+247.0% | $142,382+208.3% |
| Participation rate | 28.6% | 75.8%-47.2pp | 69.8%-41.2pp | 80.1%-51.5pp |
| Annual return | 52.45% | 593.76%-541.3pp | 425.95%-373.5pp | 217.08%-164.6pp |
| Employer contribution / active EE | $1,337 | $4,650-71.2% | $3,674-63.6% | $4,299-68.9% |
| Participant deferral / active EE | $4,139 | $4,767-13.2% | $4,083+1.4% | $6,507-36.4% |
| Admin fee / account holder | $1,019 | $6,918-85.3% | $6,065-83.2% | $12,624-91.9% |