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 | $1,312,214 | $100,773+1202.1% | $88,946+1375.3% | $142,382+821.6% |
| Participation rate | 12.5% | 74.3%-61.8pp | 68.8%-56.3pp | 80.1%-67.6pp |
| Annual return | -5.40% | 70.18%-75.6pp | 57.82%-63.2pp | 217.08%-222.5pp |
| Employer contribution / active EE | $1,250 | $2,918-57.2% | $2,555-51.1% | $4,299-70.9% |
| Participant deferral / active EE | $0 | $5,230-100.0% | $4,581-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,971 | $9,693-69.3% | $8,261-64.0% | $12,624-76.5% |