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 | $292,496 | $117,983+147.9% | $101,794+187.3% | $142,382+105.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 5.87% | 36.92%-31.1pp | 30.53%-24.7pp | 217.08%-211.2pp |
| Employer contribution / active EE | $763 | $2,773-72.5% | $2,289-66.7% | $4,299-82.3% |
| Participant deferral / active EE | $10,331 | $4,714+119.2% | $4,084+153.0% | $6,507+58.8% |
| Admin fee / account holder | $1,092 | $10,433-89.5% | $8,777-87.6% | $12,624-91.4% |