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 | $275,582 | $72,277+281.3% | $101,248+172.2% | $79,858+245.1% |
| Participation rate | 20.6% | 68.5%-47.8pp | 75.8%-55.2pp | 69.6%-49.0pp |
| Annual return | -2.64% | 22.30%-24.9pp | 46.47%-49.1pp | 31.71%-34.3pp |
| Employer contribution / active EE | $679 | $2,692-74.8% | $3,660-81.5% | $2,471-72.5% |
| Participant deferral / active EE | $1,862 | $3,282-43.3% | $4,370-57.4% | $3,740-50.2% |
| Admin fee / account holder | $3,323 | $4,400-24.5% | $5,945-44.1% | $5,306-37.4% |