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 5-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 | $328,465 | $127,065+158.5% | $113,168+190.2% | $142,382+130.7% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 2.49% | 24.03%-21.5pp | 24.27%-21.8pp | 217.08%-214.6pp |
| Employer contribution / active EE | $1,154 | $3,442-66.5% | $2,975-61.2% | $4,299-73.2% |
| Participant deferral / active EE | $5,679 | $5,716-0.6% | $5,107+11.2% | $6,507-12.7% |
| Admin fee / account holder | $436 | $15,736-97.2% | $12,068-96.4% | $12,624-96.5% |