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 | $303,327 | $93,024+226.1% | $77,024+293.8% | $134,475+125.6% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -17.93% | 62.60%-80.5pp | 42.32%-60.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $706 | $3,418-79.4% | $2,812-74.9% | $4,740-85.1% |
| Participant deferral / active EE | $5,344 | $5,238+2.0% | $4,426+20.7% | $6,400-16.5% |
| Admin fee / account holder | $2,548 | $6,944-63.3% | $5,425-53.0% | $11,426-77.7% |