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 | $819,581 | $159,602+413.5% | $150,045+446.2% | $142,382+475.6% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 7.92% | 70.24%-62.3pp | 62.55%-54.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $4,686 | $4,961-5.5% | $4,693-0.1% | $4,299+9.0% |
| Participant deferral / active EE | $9,457 | $8,310+13.8% | $7,997+18.3% | $6,507+45.3% |
| Admin fee / account holder | $41,473 | $14,846+179.3% | $13,435+208.7% | $12,624+228.5% |