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 | $333,342 | $160,055+108.3% | $140,016+138.1% | $135,375+146.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -15.89% | 911.38%-927.3pp | 651.12%-667.0pp | 519.73%-535.6pp |
| Employer contribution / active EE | $8,249 | $6,420+28.5% | $5,606+47.2% | $4,779+72.6% |
| Participant deferral / active EE | $6,633 | $7,642-13.2% | $6,927-4.2% | $5,609+18.3% |
| Admin fee / account holder | $3,707 | $13,328-72.2% | $10,705-65.4% | $10,827-65.8% |