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 | $313,107 | $175,202+78.7% | $149,673+109.2% | $139,434+124.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 7.35% | 166.71%-159.4pp | 134.42%-127.1pp | 372.94%-365.6pp |
| Employer contribution / active EE | $1,610 | $5,474-70.6% | $4,818-66.6% | $4,751-66.1% |
| Participant deferral / active EE | $7,818 | $6,519+19.9% | $5,680+37.6% | $6,710+16.5% |
| Admin fee / account holder | $11,545 | $16,150-28.5% | $13,210-12.6% | $11,403+1.2% |