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 | $347,995 | $183,519+89.6% | $155,509+123.8% | $145,922+138.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 7.41% | 61.17%-53.8pp | 64.67%-57.3pp | 561.29%-553.9pp |
| Employer contribution / active EE | $8,940 | $5,313+68.3% | $4,672+91.3% | $4,660+91.9% |
| Participant deferral / active EE | $20,264 | $6,462+213.6% | $5,626+260.2% | $6,688+203.0% |
| Admin fee / account holder | $4,631 | $19,313-76.0% | $15,912-70.9% | $13,397-65.4% |