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 | $306,273 | $179,726+70.4% | $156,263+96.0% | $142,382+115.1% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.9%-21.8pp | 80.1%-23.0pp |
| Annual return | 6.80% | 77.86%-71.1pp | 59.47%-52.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,386 | $5,069-52.9% | $4,333-44.9% | $4,299-44.5% |
| Participant deferral / active EE | $6,445 | $6,956-7.3% | $6,158+4.7% | $6,507-1.0% |
| Admin fee / account holder | $376 | $17,272-97.8% | $14,255-97.4% | $12,624-97.0% |