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 4-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 | $250,528 | $94,625+164.8% | $116,228+115.5% | $84,808+195.4% |
| Participation rate | 31.9% | 70.4%-38.5pp | 74.6%-42.6pp | 68.3%-36.4pp |
| Annual return | 11.64% | 20.40%-8.8pp | 90.06%-78.4pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,621 | $2,347-30.9% | $2,994-45.9% | $2,631-38.4% |
| Participant deferral / active EE | $4,014 | $3,972+1.1% | $4,953-19.0% | $4,212-4.7% |
| Admin fee / account holder | $3,280 | $10,091-67.5% | $11,989-72.6% | $7,344-55.3% |