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 | $276,633 | $105,126+163.1% | $94,646+192.3% | $139,434+98.4% |
| Participation rate | 58.3% | 82.4%-24.0pp | 80.8%-22.5pp | 80.3%-22.0pp |
| Annual return | 11.55% | 38.03%-26.5pp | 156.71%-145.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,025 | $7,599+31.9% | $7,418+35.1% | $6,710+49.4% |
| Admin fee / account holder | $1,093 | $8,984-87.8% | $7,231-84.9% | $11,403-90.4% |