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 | $609,768 | $117,841+417.4% | $102,423+495.3% | $145,922+317.9% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | -1.29% | 31.65%-32.9pp | 29.32%-30.6pp | 561.29%-562.6pp |
| Employer contribution / active EE | $6,999 | $3,615+93.6% | $3,023+131.5% | $4,660+50.2% |
| Participant deferral / active EE | $3,409 | $5,731-40.5% | $5,053-32.5% | $6,688-49.0% |
| Admin fee / account holder | $5,674 | $13,326-57.4% | $9,451-40.0% | $13,397-57.6% |