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 | $286,371 | $109,413+161.7% | $156,263+83.3% | $84,808+237.7% |
| Participation rate | 48.3% | 72.7%-24.4pp | 78.9%-30.6pp | 68.3%-20.0pp |
| Annual return | 11.79% | 20.18%-8.4pp | 59.47%-47.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,480 | $2,907-14.7% | $4,333-42.8% | $2,631-5.8% |
| Participant deferral / active EE | $4,262 | $4,590-7.1% | $6,158-30.8% | $4,212+1.2% |
| Admin fee / account holder | $48,589 | $9,357+419.3% | $14,255+240.9% | $7,344+561.6% |