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 | $524,233 | $117,983+344.3% | $101,794+415.0% | $142,382+268.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 2.77% | 36.92%-34.2pp | 30.53%-27.8pp | 217.08%-214.3pp |
| Employer contribution / active EE | $679 | $2,773-75.5% | $2,289-70.4% | $4,299-84.2% |
| Participant deferral / active EE | $6,435 | $4,714+36.5% | $4,084+57.6% | $6,507-1.1% |
| Admin fee / account holder | $1,814 | $10,433-82.6% | $8,777-79.3% | $12,624-85.6% |