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 | $356,141 | $148,534+139.8% | $135,903+162.1% | $139,434+155.4% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.7pp |
| Annual return | 8.26% | 79.19%-70.9pp | 68.23%-60.0pp | 372.94%-364.7pp |
| Employer contribution / active EE | $2,025 | $5,243-61.4% | $4,856-58.3% | $4,751-57.4% |
| Participant deferral / active EE | $6,429 | $8,100-20.6% | $7,758-17.1% | $6,710-4.2% |
| Admin fee / account holder | $3,024 | $12,400-75.6% | $10,762-71.9% | $11,403-73.5% |