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 | $253,099 | $189,613+33.5% | $167,512+51.1% | $142,382+77.8% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 6.26% | 2024.68%-2018.4pp | 1615.79%-1609.5pp | 217.08%-210.8pp |
| Employer contribution / active EE | $3,610 | $4,349-17.0% | $3,882-7.0% | $4,299-16.0% |
| Participant deferral / active EE | $14,665 | $6,981+110.1% | $6,405+129.0% | $6,507+125.4% |
| Admin fee / account holder | $662,270 | $10,528+6190.4% | $9,769+6679.3% | $12,624+5146.2% |