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 | $301,998 | $190,805+58.3% | $159,960+88.8% | $134,475+124.6% |
| Participation rate | 68.8% | 81.9%-13.2pp | 78.0%-9.2pp | 81.2%-12.5pp |
| Annual return | -18.71% | 552.23%-570.9pp | 408.60%-427.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,406 | $4,995-51.8% | $4,226-43.1% | $4,740-49.2% |
| Participant deferral / active EE | $6,964 | $6,923+0.6% | $6,182+12.6% | $6,400+8.8% |
| Admin fee / account holder | $14,751 | $10,471+40.9% | $8,698+69.6% | $11,426+29.1% |