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 | $425,118 | $95,416+345.5% | $185,823+128.8% | $85,850+395.2% |
| Participation rate | 59.3% | 68.8%-9.5pp | 81.7%-22.4pp | 69.3%-10.1pp |
| Annual return | 6.21% | 23.59%-17.4pp | 122.05%-115.8pp | 318.53%-312.3pp |
| Employer contribution / active EE | $2,394 | $3,314-27.8% | $5,167-53.7% | $2,565-6.7% |
| Participant deferral / active EE | $4,364 | $3,423+27.5% | $5,568-21.6% | $3,952+10.4% |
| Admin fee / account holder | $3,093 | $7,213-57.1% | $16,237-81.0% | $6,260-50.6% |