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 | $261,068 | $92,703+181.6% | $82,719+215.6% | $134,475+94.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -18.33% | 944.92%-963.3pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $611 | $3,274-81.3% | $3,009-79.7% | $4,740-87.1% |
| Participant deferral / active EE | $8,300 | $4,802+72.8% | $4,395+88.9% | $6,400+29.7% |
| Admin fee / account holder | $1,772 | $5,983-70.4% | $5,329-66.8% | $11,426-84.5% |