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 | $258,849 | $159,602+62.2% | $150,045+72.5% | $142,382+81.8% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 15.97% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $459 | $4,961-90.7% | $4,693-90.2% | $4,299-89.3% |
| Participant deferral / active EE | $3,150 | $8,310-62.1% | $7,997-60.6% | $6,507-51.6% |
| Admin fee / account holder | $3,925 | $14,846-73.6% | $13,435-70.8% | $12,624-68.9% |