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 9-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 | $573,904 | $126,574+353.4% | $106,213+440.3% | $145,922+293.3% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 7.34% | 224.79%-217.4pp | 116.14%-108.8pp | 561.29%-553.9pp |
| Employer contribution / active EE | $5,466 | $3,730+46.5% | $3,171+72.4% | $4,660+17.3% |
| Participant deferral / active EE | $13,607 | $5,724+137.7% | $5,016+171.3% | $6,688+103.5% |
| Admin fee / account holder | $1,422 | $17,304-91.8% | $11,033-87.1% | $13,397-89.4% |