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 | $267,477 | $84,402+216.9% | $61,373+335.8% | $134,475+98.9% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -19.01% | 584.55%-603.6pp | 338.61%-357.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $933 | $1,544-39.6% | $1,159-19.5% | $4,740-80.3% |
| Participant deferral / active EE | $13,220 | $2,819+369.0% | $2,125+522.1% | $6,400+106.6% |
| Admin fee / account holder | $2,841 | $2,585+9.9% | $2,130+33.4% | $11,426-75.1% |