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 | $455,911 | $167,307+172.5% | $143,757+217.1% | $134,475+239.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.41% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,532 | $5,619-72.7% | $4,951-69.1% | $4,740-67.7% |
| Participant deferral / active EE | $2,295 | $6,446-64.4% | $5,637-59.3% | $6,400-64.1% |
| Admin fee / account holder | $2,076 | $18,088-88.5% | $14,673-85.8% | $11,426-81.8% |