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 | $458,275 | $133,958+242.1% | $112,228+308.3% | $134,475+240.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -15.20% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,487 | $4,038-38.4% | $3,635-31.6% | $4,740-47.5% |
| Participant deferral / active EE | $7,747 | $5,291+46.4% | $4,728+63.9% | $6,400+21.1% |
| Admin fee / account holder | $1,445 | $7,489-80.7% | $6,410-77.5% | $11,426-87.4% |