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 | $365,655 | $177,572+105.9% | $154,803+136.2% | $142,382+156.8% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 8.23% | 65.07%-56.8pp | 58.88%-50.7pp | 217.08%-208.9pp |
| Employer contribution / active EE | $11,280 | $4,810+134.5% | $4,305+162.0% | $4,299+162.4% |
| Participant deferral / active EE | $4,700 | $6,272-25.1% | $5,540-15.2% | $6,507-27.8% |
| Admin fee / account holder | $14,796 | $16,786-11.9% | $14,329+3.3% | $12,624+17.2% |