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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $278,432 | $64,839+329.4% | $95,585+191.3% | $84,808+228.3% |
| Participation rate | 6.9% | 63.8%-56.9pp | 72.1%-65.2pp | 68.3%-61.4pp |
| Annual return | 12.53% | -670.96%+683.5pp | 38.56%-26.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $39 | $1,759-97.8% | $2,527-98.5% | $2,631-98.5% |
| Participant deferral / active EE | $906 | $2,965-69.4% | $4,023-77.5% | $4,212-78.5% |
| Admin fee / account holder | $556 | $5,964-90.7% | $6,127-90.9% | $7,344-92.4% |