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 | $475,227 | $74,927+534.3% | $101,794+366.9% | $84,808+460.4% |
| Participation rate | 31.3% | 61.4%-30.2pp | 69.2%-37.9pp | 68.3%-37.1pp |
| Annual return | 12.23% | 18.70%-6.5pp | 30.53%-18.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $371 | $1,522-75.6% | $2,289-83.8% | $2,631-85.9% |
| Participant deferral / active EE | $2,968 | $3,099-4.2% | $4,084-27.3% | $4,212-29.5% |
| Admin fee / account holder | $11,123 | $6,514+70.8% | $8,777+26.7% | $7,344+51.5% |