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 | $272,386 | $100,773+170.3% | $88,946+206.2% | $142,382+91.3% |
| Participation rate | 34.8% | 74.3%-39.5pp | 68.8%-34.1pp | 80.1%-45.3pp |
| Annual return | 10.12% | 70.18%-60.1pp | 57.82%-47.7pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,086 | $2,918-62.8% | $2,555-57.5% | $4,299-74.7% |
| Participant deferral / active EE | $2,774 | $5,230-47.0% | $4,581-39.4% | $6,507-57.4% |
| Admin fee / account holder | $1,569 | $9,693-83.8% | $8,261-81.0% | $12,624-87.6% |