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 | $293,774 | $109,413+168.5% | $156,263+88.0% | $84,808+246.4% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 10.27% | 20.18%-9.9pp | 59.47%-49.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,754 | $2,907-5.3% | $4,333-36.4% | $2,631+4.7% |
| Participant deferral / active EE | $3,682 | $4,590-19.8% | $6,158-40.2% | $4,212-12.6% |
| Admin fee / account holder | $1,455 | $9,357-84.4% | $14,255-89.8% | $7,344-80.2% |