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 | $279,338 | $106,584+162.1% | $101,326+175.7% | $142,382+96.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 8.32% | 36.93%-28.6pp | 36.82%-28.5pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,309 | $3,956-66.9% | $3,665-64.3% | $4,299-69.6% |
| Participant deferral / active EE | $19,347 | $8,297+133.2% | $7,994+142.0% | $6,507+197.3% |
| Admin fee / account holder | $652 | $11,446-94.3% | $11,185-94.2% | $12,624-94.8% |