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 | $634,552 | $98,750+542.6% | $149,696+323.9% | $79,858+694.6% |
| Participation rate | 20.0% | 75.8%-55.8pp | 82.5%-62.5pp | 69.6%-49.6pp |
| Annual return | 3.95% | 27.43%-23.5pp | 276.60%-272.6pp | 31.71%-27.8pp |
| Employer contribution / active EE | $4,403 | $3,216+36.9% | $4,644-5.2% | $2,471+78.2% |
| Participant deferral / active EE | $9,656 | $5,680+70.0% | $6,842+41.1% | $3,740+158.2% |
| Admin fee / account holder | $13,755 | $6,053+127.3% | $9,309+47.8% | $5,306+159.2% |