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 9-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 | $535,962 | $89,355+499.8% | $141,162+279.7% | $72,985+634.3% |
| Participation rate | 28.6% | 75.1%-46.5pp | 82.5%-53.9pp | 69.5%-40.9pp |
| Annual return | 0.25% | 111.85%-111.6pp | 71.39%-71.1pp | 81.00%-80.8pp |
| Employer contribution / active EE | $4,000 | $3,114+28.4% | $4,735-15.5% | $2,440+63.9% |
| Participant deferral / active EE | $7,826 | $5,418+44.4% | $6,709+16.6% | $3,607+116.9% |
| Admin fee / account holder | $92,316 | $5,958+1449.4% | $10,261+799.7% | $5,124+1701.5% |