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 9-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.)
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 | $308,655 | $114,381+169.8% | $107,525+187.1% | $142,382+116.8% |
| Participation rate | 11.8% | 78.1%-66.4pp | 75.1%-63.3pp | 80.1%-68.4pp |
| Annual return | 17.68% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $487 | $4,015-87.9% | $3,754-87.0% | $4,299-88.7% |
| Participant deferral / active EE | $2,765 | $5,564-50.3% | $5,116-46.0% | $6,507-57.5% |
| Admin fee / account holder | $2,345 | $9,860-76.2% | $8,919-73.7% | $12,624-81.4% |