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 | $353,589 | $101,724+247.6% | $164,813+114.5% | $80,856+337.3% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.6%-67.6pp |
| Annual return | 51.25% | 16.72%+34.5pp | 69.93%-18.7pp | 35.59%+15.7pp |
| Employer contribution / active EE | $1,071 | $2,953-63.7% | $4,341-75.3% | $2,755-61.1% |
| Participant deferral / active EE | $2,500 | $4,477-44.2% | $6,031-58.6% | $4,296-41.8% |
| Admin fee / account holder | $43,710 | $8,227+431.3% | $12,690+244.5% | $6,918+531.8% |