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 | $254,442 | $159,602+59.4% | $150,045+69.6% | $142,382+78.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 9.91% | 70.24%-60.3pp | 62.55%-52.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $4,561 | $4,961-8.1% | $4,693-2.8% | $4,299+6.1% |
| Participant deferral / active EE | $8,803 | $8,310+5.9% | $7,997+10.1% | $6,507+35.3% |
| Admin fee / account holder | $3,297 | $14,846-77.8% | $13,435-75.5% | $12,624-73.9% |