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 | $284,751 | $133,958+112.6% | $112,228+153.7% | $134,475+111.8% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -14.59% | 47.11%-61.7pp | 27.45%-42.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $548 | $4,038-86.4% | $3,635-84.9% | $4,740-88.4% |
| Participant deferral / active EE | $3,928 | $5,291-25.8% | $4,728-16.9% | $6,400-38.6% |
| Admin fee / account holder | $15,000 | $7,489+100.3% | $6,410+134.0% | $11,426+31.3% |