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 6-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 | $295,945 | $148,534+99.2% | $135,903+117.8% | $139,434+112.2% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | -26.13% | 79.19%-105.3pp | 68.23%-94.4pp | 372.94%-399.1pp |
| Employer contribution / active EE | $1,714 | $5,243-67.3% | $4,856-64.7% | $4,751-63.9% |
| Participant deferral / active EE | $4,141 | $8,100-48.9% | $7,758-46.6% | $6,710-38.3% |
| Admin fee / account holder | $48,680 | $12,400+292.6% | $10,762+352.3% | $11,403+326.9% |