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 | $328,874 | $107,334+206.4% | $92,893+254.0% | $152,861+115.1% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.4%-13.7pp |
| Annual return | 3.99% | 145.58%-141.6pp | 109.41%-105.4pp | 345.32%-341.3pp |
| Employer contribution / active EE | $2,671 | $4,221-36.7% | $3,653-26.9% | $4,762-43.9% |
| Participant deferral / active EE | $5,784 | $4,845+19.4% | $4,236+36.5% | $5,850-1.1% |
| Admin fee / account holder | $3,609 | $7,079-49.0% | $5,794-37.7% | $11,596-68.9% |