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 | $502,910 | $159,602+215.1% | $150,045+235.2% | $142,382+253.2% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 10.86% | 70.24%-59.4pp | 62.55%-51.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,931 | $4,961-20.8% | $4,693-16.2% | $4,299-8.6% |
| Participant deferral / active EE | $3,885 | $8,310-53.2% | $7,997-51.4% | $6,507-40.3% |
| Admin fee / account holder | $17,843 | $14,846+20.2% | $13,435+32.8% | $12,624+41.3% |