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 | $303,733 | $109,881+176.4% | $150,045+102.4% | $84,808+258.1% |
| Participation rate | 30.9% | 76.1%-45.2pp | 82.3%-51.4pp | 68.3%-37.4pp |
| Annual return | 12.90% | 28.25%-15.3pp | 62.55%-49.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,128 | $3,561-68.3% | $4,693-76.0% | $2,631-57.1% |
| Participant deferral / active EE | $3,352 | $6,636-49.5% | $7,997-58.1% | $4,212-20.4% |
| Admin fee / account holder | $5,634 | $8,568-34.2% | $13,435-58.1% | $7,344-23.3% |