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 | $534,052 | $101,724+425.0% | $164,813+224.0% | $80,856+560.5% |
| Participation rate | 51.7% | 71.8%-20.1pp | 78.6%-26.9pp | 67.6%-15.9pp |
| Annual return | -30.58% | 16.72%-47.3pp | 69.93%-100.5pp | 35.59%-66.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,181 | $4,477-28.9% | $6,031-47.3% | $4,296-25.9% |
| Admin fee / account holder | $10,937 | $8,227+32.9% | $12,690-13.8% | $6,918+58.1% |