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 | $308,775 | $152,587+102.4% | $125,175+146.7% | $152,861+102.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 1.28% | 54.84%-53.6pp | 43.79%-42.5pp | 345.32%-344.0pp |
| Employer contribution / active EE | $9,898 | $4,946+100.1% | $3,865+156.1% | $4,762+107.8% |
| Participant deferral / active EE | $8,705 | $5,868+48.4% | $4,937+76.3% | $5,850+48.8% |
| Admin fee / account holder | $4,553 | $13,434-66.1% | $9,702-53.1% | $11,596-60.7% |