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 | $681,717 | $167,484+307.0% | $151,611+349.6% | $134,475+406.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -10.67% | 7.80%-18.5pp | 3.33%-14.0pp | 417.96%-428.6pp |
| Employer contribution / active EE | $3,654 | $6,829-46.5% | $6,166-40.7% | $4,740-22.9% |
| Participant deferral / active EE | $7,442 | $8,986-17.2% | $8,363-11.0% | $6,400+16.3% |
| Admin fee / account holder | $4,066 | $13,783-70.5% | $11,616-65.0% | $11,426-64.4% |