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 | $475,244 | $71,883+561.1% | $86,677+448.3% | $68,494+593.8% |
| Participation rate | 19.2% | 72.2%-53.0pp | 76.6%-57.3pp | 67.9%-48.7pp |
| Annual return | -51.82% | 3.52%-55.3pp | 35.91%-87.7pp | -7.84%-44.0pp |
| Employer contribution / active EE | $765 | $2,173-64.8% | $2,836-73.0% | $2,596-70.6% |
| Participant deferral / active EE | $2,313 | $3,779-38.8% | $4,656-50.3% | $4,027-42.6% |
| Admin fee / account holder | $10,474 | $6,112+71.4% | $7,493+39.8% | $5,403+93.9% |