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 | $298,992 | $89,753+233.1% | $107,525+178.1% | $84,808+252.6% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 12.16% | 29.48%-17.3pp | 181.32%-169.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,083 | $3,113-33.1% | $3,754-44.5% | $2,631-20.8% |
| Participant deferral / active EE | $4,326 | $4,056+6.7% | $5,116-15.4% | $4,212+2.7% |
| Admin fee / account holder | $3,240 | $7,222-55.1% | $8,919-63.7% | $7,344-55.9% |