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 | $250,054 | $60,022+316.6% | $88,946+181.1% | $84,808+194.8% |
| Participation rate | 9.8% | 57.8%-48.0pp | 68.8%-59.0pp | 68.3%-58.5pp |
| Annual return | 10.88% | 22.43%-11.6pp | 57.82%-46.9pp | 40.90%-30.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,508 | $3,114-51.6% | $4,581-67.1% | $4,212-64.2% |
| Admin fee / account holder | $40,314 | $4,811+738.0% | $8,261+388.0% | $7,344+449.0% |