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 | $807,062 | $177,572+354.5% | $154,803+421.3% | $142,382+466.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 8.24% | 65.07%-56.8pp | 58.88%-50.6pp | 217.08%-208.8pp |
| Employer contribution / active EE | $10,320 | $4,810+114.5% | $4,305+139.7% | $4,299+140.0% |
| Participant deferral / active EE | $8,785 | $6,272+40.1% | $5,540+58.6% | $6,507+35.0% |
| Admin fee / account holder | $103,810 | $16,786+518.4% | $14,329+624.5% | $12,624+722.3% |