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 | $254,804 | $117,841+116.2% | $102,423+148.8% | $145,922+74.6% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 6.14% | 31.65%-25.5pp | 29.32%-23.2pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,027 | $3,615-71.6% | $3,023-66.0% | $4,660-78.0% |
| Participant deferral / active EE | $5,303 | $5,731-7.5% | $5,053+4.9% | $6,688-20.7% |
| Admin fee / account holder | $2,293 | $13,326-82.8% | $9,451-75.7% | $13,397-82.9% |