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 6-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 | $417,672 | $82,664+405.3% | $125,339+233.2% | $68,494+509.8% |
| Participation rate | 53.6% | 75.0%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | 70.99% | -5.97%+77.0pp | 572.05%-501.1pp | -7.84%+78.8pp |
| Employer contribution / active EE | $2,061 | $3,381-39.1% | $4,814-57.2% | $2,596-20.6% |
| Participant deferral / active EE | $3,808 | $6,110-37.7% | $7,446-48.9% | $4,027-5.4% |
| Admin fee / account holder | $2,068 | $6,275-67.0% | $10,010-79.3% | $5,403-61.7% |