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 | $287,555 | $157,256+82.9% | $141,162+103.7% | $152,861+88.1% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.4%-40.8pp |
| Annual return | 10.26% | 64.32%-54.1pp | 71.39%-61.1pp | 345.32%-335.1pp |
| Employer contribution / active EE | $1,304 | $5,261-75.2% | $4,735-72.5% | $4,762-72.6% |
| Participant deferral / active EE | $4,104 | $7,109-42.3% | $6,709-38.8% | $5,850-29.8% |
| Admin fee / account holder | $1,375 | $12,120-88.7% | $10,261-86.6% | $11,596-88.1% |