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 | $503,057 | $142,344+253.4% | $119,609+320.6% | $134,475+274.1% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -7.37% | -12.44%+5.1pp | -14.97%+7.6pp | 417.96%-425.3pp |
| Employer contribution / active EE | $4,752 | $5,222-9.0% | $4,232+12.3% | $4,740+0.3% |
| Participant deferral / active EE | $8,385 | $6,469+29.6% | $5,602+49.7% | $6,400+31.0% |
| Admin fee / account holder | $8,711 | $13,584-35.9% | $10,323-15.6% | $11,426-23.8% |