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 | $260,171 | $60,022+333.5% | $88,946+192.5% | $84,808+206.8% |
| Participation rate | 53.6% | 57.8%-4.3pp | 68.8%-15.3pp | 68.3%-14.7pp |
| Annual return | 11.06% | 22.43%-11.4pp | 57.82%-46.8pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,832 | $1,703+7.6% | $2,555-28.3% | $2,631-30.4% |
| Participant deferral / active EE | $5,618 | $3,114+80.4% | $4,581+22.6% | $4,212+33.4% |
| Admin fee / account holder | $3,939 | $4,811-18.1% | $8,261-52.3% | $7,344-46.4% |