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 | $684,256 | $91,538+647.5% | $129,995+426.4% | $75,163+810.4% |
| Participation rate | 68.0% | 71.4%-3.4pp | 78.5%-10.5pp | 67.2%+0.8pp |
| Annual return | 15.28% | -631.11%+646.4pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,145 | $4,341-4.5% | $5,820-28.8% | $4,125+0.5% |
| Admin fee / account holder | $864 | $6,790-87.3% | $10,614-91.9% | $5,651-84.7% |