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 | $280,880 | $115,770+142.6% | $101,248+177.4% | $158,922+76.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 2.59% | 56.14%-53.5pp | 46.47%-43.9pp | 302.83%-300.2pp |
| Employer contribution / active EE | $2,645 | $4,175-36.6% | $3,660-27.7% | $4,761-44.4% |
| Participant deferral / active EE | $5,958 | $4,957+20.2% | $4,370+36.3% | $5,982-0.4% |
| Admin fee / account holder | $8,313 | $7,245+14.7% | $5,945+39.8% | $11,246-26.1% |