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 | $940,951 | $74,888+1156.5% | $71,209+1221.4% | $142,382+560.9% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.1%-57.9pp |
| Annual return | 10.88% | 345.14%-334.3pp | 282.51%-271.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $588 | $2,854-79.4% | $2,721-78.4% | $4,299-86.3% |
| Participant deferral / active EE | $6,667 | $4,454+49.7% | $4,175+59.7% | $6,507+2.5% |
| Admin fee / account holder | $15,654 | $5,568+181.1% | $5,349+192.7% | $12,624+24.0% |