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 | $407,124 | $96,635+321.3% | $86,612+370.1% | $139,434+192.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 6.21% | 106.41%-100.2pp | 591.07%-584.9pp | 372.94%-366.7pp |
| Employer contribution / active EE | $1,333 | $3,263-59.1% | $3,022-55.9% | $4,751-71.9% |
| Participant deferral / active EE | $10,000 | $4,836+106.8% | $4,438+125.3% | $6,710+49.0% |
| Admin fee / account holder | $32,172 | $6,408+402.1% | $5,614+473.0% | $11,403+182.1% |