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 | $323,541 | $90,600+257.1% | $79,464+307.2% | $135,375+139.0% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -8.61% | 977.43%-986.0pp | 718.14%-726.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,604 | $3,068-15.1% | $2,800-7.0% | $4,779-45.5% |
| Participant deferral / active EE | $7,784 | $4,050+92.2% | $3,704+110.1% | $5,609+38.8% |
| Admin fee / account holder | $2,880 | $5,907-51.3% | $5,113-43.7% | $10,827-73.4% |