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 | $546,554 | $114,381+377.8% | $107,525+408.3% | $142,382+283.9% |
| Participation rate | 28.6% | 78.1%-49.6pp | 75.1%-46.5pp | 80.1%-51.5pp |
| Annual return | 5.79% | 242.71%-236.9pp | 181.32%-175.5pp | 217.08%-211.3pp |
| Employer contribution / active EE | $2,983 | $4,015-25.7% | $3,754-20.5% | $4,299-30.6% |
| Participant deferral / active EE | $6,743 | $5,564+21.2% | $5,116+31.8% | $6,507+3.6% |
| Admin fee / account holder | $2,477 | $9,860-74.9% | $8,919-72.2% | $12,624-80.4% |