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 | $305,796 | $154,117+98.4% | $129,995+135.2% | $139,434+119.3% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 15.67% | 32.48%-16.8pp | -137.18%+152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,111 | $5,289-60.1% | $4,320-51.1% | $4,751-55.6% |
| Participant deferral / active EE | $5,754 | $6,710-14.3% | $5,820-1.1% | $6,710-14.3% |
| Admin fee / account holder | $33,063 | $14,007+136.1% | $10,614+211.5% | $11,403+190.0% |