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 | $384,870 | $118,849+223.8% | $96,562+298.6% | $167,490+129.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 7.76% | 50.49%-42.7pp | 37.78%-30.0pp | 478.56%-470.8pp |
| Employer contribution / active EE | $2,365 | $3,120-24.2% | $2,356+0.4% | $4,837-51.1% |
| Participant deferral / active EE | $6,775 | $4,616+46.8% | $3,849+76.0% | $6,341+6.8% |
| Admin fee / account holder | $52,374 | $8,065+549.4% | $6,181+747.4% | $12,309+325.5% |