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 | $393,088 | $117,983+233.2% | $101,794+286.2% | $142,382+176.1% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.2%-30.7pp | 80.1%-41.7pp |
| Annual return | 9.32% | 36.92%-27.6pp | 30.53%-21.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,260 | $2,773-54.6% | $2,289-45.0% | $4,299-70.7% |
| Participant deferral / active EE | $6,122 | $4,714+29.9% | $4,084+49.9% | $6,507-5.9% |
| Admin fee / account holder | $4,405 | $10,433-57.8% | $8,777-49.8% | $12,624-65.1% |