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 | $398,411 | $177,572+124.4% | $154,803+157.4% | $142,382+179.8% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 11.28% | 65.07%-53.8pp | 58.88%-47.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,064 | $4,810-77.9% | $4,305-75.3% | $4,299-75.3% |
| Participant deferral / active EE | $6,181 | $6,272-1.4% | $5,540+11.6% | $6,507-5.0% |
| Admin fee / account holder | $716 | $16,786-95.7% | $14,329-95.0% | $12,624-94.3% |