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 | $643,924 | $183,519+250.9% | $155,509+314.1% | $145,922+341.3% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 8.20% | 61.17%-53.0pp | 64.67%-56.5pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,200 | $5,313-77.4% | $4,672-74.3% | $4,660-74.2% |
| Participant deferral / active EE | $3,033 | $6,462-53.1% | $5,626-46.1% | $6,688-54.6% |
| Admin fee / account holder | $2,328 | $19,313-87.9% | $15,912-85.4% | $13,397-82.6% |