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 | $290,858 | $92,703+213.8% | $82,719+251.6% | $134,475+116.3% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.6%-54.4pp | 81.2%-63.0pp |
| Annual return | -12.27% | 944.92%-957.2pp | 701.18%-713.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $380 | $3,274-88.4% | $3,009-87.4% | $4,740-92.0% |
| Participant deferral / active EE | $3,998 | $4,802-16.7% | $4,395-9.0% | $6,400-37.5% |
| Admin fee / account holder | $37,250 | $5,983+522.6% | $5,329+599.0% | $11,426+226.0% |