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 | $1,082,680 | $67,331+1508.0% | $60,874+1678.6% | $134,475+705.1% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | -16.09% | 49.93%-66.0pp | 16.90%-33.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $9,776 | $3,096+215.7% | $2,701+261.9% | $4,740+106.3% |
| Participant deferral / active EE | $11,326 | $4,538+149.6% | $3,817+196.7% | $6,400+77.0% |
| Admin fee / account holder | $13,540 | $4,582+195.5% | $3,224+319.9% | $11,426+18.5% |