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 | $317,705 | $127,777+148.6% | $106,548+198.2% | $167,490+89.7% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 4.64% | 33.87%-29.2pp | 26.80%-22.2pp | 478.56%-473.9pp |
| Employer contribution / active EE | $3,461 | $3,427+1.0% | $2,819+22.8% | $4,837-28.5% |
| Participant deferral / active EE | $6,760 | $5,087+32.9% | $4,398+53.7% | $6,341+6.6% |
| Admin fee / account holder | $3,380 | $11,228-69.9% | $7,407-54.4% | $12,309-72.5% |