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 | $372,480 | $96,305+286.8% | $80,569+362.3% | $139,434+167.1% |
| Participation rate | 26.1% | 73.6%-47.5pp | 67.0%-40.9pp | 80.3%-54.2pp |
| Annual return | 6.29% | 1350.08%-1343.8pp | 935.43%-929.1pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,465 | $3,262-55.1% | $2,723-46.2% | $4,751-69.2% |
| Participant deferral / active EE | $5,676 | $5,232+8.5% | $4,447+27.6% | $6,710-15.4% |
| Admin fee / account holder | $6,610 | $6,599+0.2% | $5,377+22.9% | $11,403-42.0% |