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.
Participant 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 | $280,498 | $89,753+212.5% | $107,525+160.9% | $84,808+230.7% |
| Participation rate | 11.1% | 68.1%-56.9pp | 75.1%-64.0pp | 68.3%-57.2pp |
| Annual return | 20.05% | 29.48%-9.4pp | 181.32%-161.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $883 | $4,056-78.2% | $5,116-82.7% | $4,212-79.0% |
| Admin fee / account holder | $32,040 | $7,222+343.6% | $8,919+259.2% | $7,344+336.3% |