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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $440,470 | $65,041+577.2% | $90,951+384.3% | $79,858+451.6% |
| Participation rate | 20.0% | 61.6%-41.6pp | 69.0%-49.0pp | 69.6%-49.6pp |
| Annual return | 9.36% | 30.45%-21.1pp | 134.60%-125.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $702 | $1,247-43.8% | $2,122-66.9% | $2,471-71.6% |
| Participant deferral / active EE | $3,827 | $2,512+52.4% | $3,373+13.5% | $3,740+2.3% |
| Admin fee / account holder | $11,283 | $4,536+148.7% | $5,959+89.4% | $5,306+112.6% |