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 | $266,305 | $82,630+222.3% | $64,105+315.4% | $125,391+112.4% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | -3.87% | 1489.72%-1493.6pp | 791.24%-795.1pp | 282.22%-286.1pp |
| Employer contribution / active EE | $2,585 | $2,671-3.2% | $1,820+42.0% | $4,866-46.9% |
| Participant deferral / active EE | $9,600 | $3,608+166.0% | $2,822+240.2% | $5,352+79.4% |
| Admin fee / account holder | $3,697 | $6,382-42.1% | $4,499-17.8% | $9,540-61.2% |