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 7-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 | $250,829 | $177,572+41.3% | $154,803+62.0% | $142,382+76.2% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.1%-58.1pp | 80.1%-60.1pp |
| Annual return | 7.76% | 65.07%-57.3pp | 58.88%-51.1pp | 217.08%-209.3pp |
| Employer contribution / active EE | $992 | $4,810-79.4% | $4,305-77.0% | $4,299-76.9% |
| Participant deferral / active EE | $2,363 | $6,272-62.3% | $5,540-57.4% | $6,507-63.7% |
| Admin fee / account holder | $1,726 | $16,786-89.7% | $14,329-88.0% | $12,624-86.3% |