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 | $407,996 | $118,450+244.4% | $98,439+314.5% | $139,434+192.6% |
| Participation rate | 55.6% | 77.4%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 7.25% | 18.94%-11.7pp | 21.16%-13.9pp | 372.94%-365.7pp |
| Employer contribution / active EE | $2,965 | $3,609-17.8% | $3,048-2.7% | $4,751-37.6% |
| Participant deferral / active EE | $8,263 | $5,392+53.2% | $4,738+74.4% | $6,710+23.1% |
| Admin fee / account holder | $3,932 | $14,026-72.0% | $8,948-56.1% | $11,403-65.5% |