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.)
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 | $348,334 | $81,248+328.7% | $155,509+124.0% | $80,856+330.8% |
| Participation rate | 32.0% | 66.2%-34.2pp | 78.2%-46.2pp | 67.6%-35.6pp |
| Annual return | 13.56% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,666 | $3,452+64.2% | $5,626+0.7% | $4,296+31.9% |
| Admin fee / account holder | $3,762 | $7,997-53.0% | $15,912-76.4% | $6,918-45.6% |