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 | $309,521 | $81,208+281.1% | $98,907+212.9% | $79,858+287.6% |
| Participation rate | 31.4% | 72.5%-41.1pp | 76.0%-44.6pp | 69.6%-38.2pp |
| Annual return | -4.35% | 60.99%-65.3pp | 196.43%-200.8pp | 31.71%-36.1pp |
| Employer contribution / active EE | $4,846 | $1,960+147.3% | $2,689+80.2% | $2,471+96.1% |
| Participant deferral / active EE | $3,294 | $3,265+0.9% | $4,244-22.4% | $3,740-11.9% |
| Admin fee / account holder | $3,503 | $6,013-41.7% | $6,642-47.3% | $5,306-34.0% |