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 | $417,788 | $30,400+1274.3% | $53,898+675.2% | $84,808+392.6% |
| Participation rate | 7.5% | 46.4%-38.9pp | 55.0%-47.5pp | 68.3%-60.8pp |
| Annual return | 12.43% | 500.19%-487.8pp | 528.60%-516.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $808 | $603+34.0% | $932-13.3% | $2,631-69.3% |
| Participant deferral / active EE | $1,711 | $1,199+42.8% | $1,826-6.3% | $4,212-59.4% |
| Admin fee / account holder | $1,279 | $1,993-35.8% | $2,491-48.6% | $7,344-82.6% |