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 | $274,638 | $165,984+65.5% | $164,813+66.6% | $145,922+88.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 8.07% | 100.03%-92.0pp | 69.93%-61.9pp | 561.29%-553.2pp |
| Employer contribution / active EE | $3,027 | $5,273-42.6% | $4,341-30.3% | $4,660-35.0% |
| Participant deferral / active EE | $7,834 | $6,959+12.6% | $6,031+29.9% | $6,688+17.1% |
| Admin fee / account holder | $1,745 | $16,648-89.5% | $12,690-86.3% | $13,397-87.0% |