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 | $290,168 | $39,019+643.7% | $80,716+259.5% | $85,850+238.0% |
| Participation rate | 51.6% | 41.5%+10.1pp | 54.2%-2.6pp | 69.3%-17.7pp |
| Annual return | 9.80% | 26.27%-16.5pp | 87.28%-77.5pp | 318.53%-308.7pp |
| Employer contribution / active EE | $1,348 | $722+86.7% | $1,160+16.2% | $2,565-47.5% |
| Participant deferral / active EE | $3,838 | $1,326+189.5% | $2,146+78.9% | $3,952-2.9% |
| Admin fee / account holder | $6,605 | $2,431+171.7% | $3,380+95.4% | $6,260+5.5% |