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 8-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 | $1,065,115 | $59,805+1681.0% | $79,550+1238.9% | $68,494+1455.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.5%-69.5pp | 67.9%-67.9pp |
| Annual return | -10.39% | -12.30%+1.9pp | 0.16%-10.6pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,286 | $1,505-14.6% | $2,413-46.7% | $2,596-50.5% |
| Participant deferral / active EE | $1,916 | $3,024-36.6% | $3,985-51.9% | $4,027-52.4% |
| Admin fee / account holder | $24,021 | $4,835+396.8% | $6,832+251.6% | $5,403+344.6% |