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 | $275,261 | $30,400+805.5% | $53,898+410.7% | $84,808+224.6% |
| Participation rate | 10.5% | 46.4%-35.9pp | 55.0%-44.4pp | 68.3%-57.8pp |
| Annual return | 5.86% | 500.19%-494.3pp | 528.60%-522.7pp | 40.90%-35.0pp |
| Employer contribution / active EE | $331 | $603-45.2% | $932-64.5% | $2,631-87.4% |
| Participant deferral / active EE | $851 | $1,199-29.0% | $1,826-53.4% | $4,212-79.8% |
| Admin fee / account holder | $10,630 | $1,993+433.3% | $2,491+326.8% | $7,344+44.7% |