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 | $432,329 | $114,381+278.0% | $107,525+302.1% | $142,382+203.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 3.88% | 242.71%-238.8pp | 181.32%-177.4pp | 217.08%-213.2pp |
| Employer contribution / active EE | $2,915 | $4,015-27.4% | $3,754-22.3% | $4,299-32.2% |
| Participant deferral / active EE | $20,865 | $5,564+275.0% | $5,116+307.9% | $6,507+220.6% |
| Admin fee / account holder | $1,566 | $9,860-84.1% | $8,919-82.4% | $12,624-87.6% |