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 | $275,219 | $65,365+321.0% | $92,893+196.3% | $72,985+277.1% |
| Participation rate | 18.4% | 68.3%-49.9pp | 76.0%-57.6pp | 69.5%-51.1pp |
| Annual return | 25.53% | 42.10%-16.6pp | 109.41%-83.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $221 | $2,594-91.5% | $3,653-94.0% | $2,440-90.9% |
| Participant deferral / active EE | $1,645 | $3,128-47.4% | $4,236-61.2% | $3,607-54.4% |
| Admin fee / account holder | $8,147 | $4,251+91.6% | $5,794+40.6% | $5,124+59.0% |