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 | $343,412 | $150,187+128.7% | $120,354+185.3% | $145,922+135.3% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 5.49% | 154.07%-148.6pp | 107.15%-101.7pp | 561.29%-555.8pp |
| Employer contribution / active EE | $1,686 | $4,348-61.2% | $3,463-51.3% | $4,660-63.8% |
| Participant deferral / active EE | $12,000 | $6,173+94.4% | $4,991+140.4% | $6,688+79.4% |
| Admin fee / account holder | $789 | $12,207-93.5% | $9,423-91.6% | $13,397-94.1% |