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 | $440,775 | $138,065+219.3% | $123,544+256.8% | $135,375+225.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.45% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $5,000 | $5,151-2.9% | $4,628+8.0% | $4,779+4.6% |
| Participant deferral / active EE | $8,279 | $6,799+21.8% | $6,426+28.8% | $5,609+47.6% |
| Admin fee / account holder | $1,584 | $10,916-85.5% | $9,284-82.9% | $10,827-85.4% |