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 | $253,006 | $183,519+37.9% | $155,509+62.7% | $145,922+73.4% |
| Participation rate | 19.0% | 82.7%-63.6pp | 78.2%-59.1pp | 80.3%-61.2pp |
| Annual return | 6.77% | 61.17%-54.4pp | 64.67%-57.9pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,184 | $5,313-77.7% | $4,672-74.7% | $4,660-74.6% |
| Participant deferral / active EE | $2,966 | $6,462-54.1% | $5,626-47.3% | $6,688-55.7% |
| Admin fee / account holder | $3,195 | $19,313-83.5% | $15,912-79.9% | $13,397-76.2% |