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 | $293,426 | $108,919+169.4% | $100,391+192.3% | $145,922+101.1% |
| Participation rate | 62.5% | 82.9%-20.4pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 7.98% | 57.88%-49.9pp | 49.20%-41.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,741 | $4,419-60.6% | $3,942-55.8% | $4,660-62.6% |
| Participant deferral / active EE | $2,460 | $8,445-70.9% | $8,082-69.6% | $6,688-63.2% |
| Admin fee / account holder | $2,478 | $9,689-74.4% | $7,899-68.6% | $13,397-81.5% |