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 | $264,651 | $73,867+258.3% | $143,757+84.1% | $68,494+286.4% |
| Participation rate | 8.7% | 66.7%-58.0pp | 80.3%-71.6pp | 67.9%-59.2pp |
| Annual return | -14.28% | 1.01%-15.3pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $698 | $3,184-78.1% | $4,951-85.9% | $2,596-73.1% |
| Participant deferral / active EE | $1,404 | $3,384-58.5% | $5,637-75.1% | $4,027-65.1% |
| Admin fee / account holder | $6,756 | $5,755+17.4% | $14,673-54.0% | $5,403+25.1% |