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 | $312,809 | $167,307+87.0% | $143,757+117.6% | $134,475+132.6% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -21.30% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,434 | $5,619-74.5% | $4,951-71.0% | $4,740-69.7% |
| Participant deferral / active EE | $7,930 | $6,446+23.0% | $5,637+40.7% | $6,400+23.9% |
| Admin fee / account holder | $830 | $18,088-95.4% | $14,673-94.3% | $11,426-92.7% |