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 | $259,177 | $106,515+143.3% | $96,683+168.1% | $139,434+85.9% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.3%-38.6pp | 80.3%-44.6pp |
| Annual return | 15.97% | 38.43%-22.5pp | 35.69%-19.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $731 | $4,103-82.2% | $3,737-80.5% | $4,751-84.6% |
| Participant deferral / active EE | $2,741 | $5,454-49.7% | $4,878-43.8% | $6,710-59.2% |
| Admin fee / account holder | $766 | $7,877-90.3% | $6,730-88.6% | $11,403-93.3% |