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 | $478,791 | $74,888+539.3% | $71,209+572.4% | $142,382+236.3% |
| Participation rate | 9.1% | 76.2%-67.1pp | 73.8%-64.7pp | 80.1%-71.0pp |
| Annual return | 12.15% | 345.14%-333.0pp | 282.51%-270.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $473 | $2,854-83.4% | $2,721-82.6% | $4,299-89.0% |
| Participant deferral / active EE | $827 | $4,454-81.4% | $4,175-80.2% | $6,507-87.3% |
| Admin fee / account holder | $3,523 | $5,568-36.7% | $5,349-34.1% | $12,624-72.1% |