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 | $337,493 | $102,604+228.9% | $86,188+291.6% | $139,434+142.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 6.08% | 1922.51%-1916.4pp | 1168.45%-1162.4pp | 372.94%-366.9pp |
| Employer contribution / active EE | $1,191 | $3,032-60.7% | $2,380-50.0% | $4,751-74.9% |
| Participant deferral / active EE | $7,626 | $4,676+63.1% | $3,985+91.3% | $6,710+13.6% |
| Admin fee / account holder | $4,296 | $8,657-50.4% | $6,852-37.3% | $11,403-62.3% |