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 | $267,771 | $104,486+156.3% | $76,817+248.6% | $152,861+75.2% |
| Participation rate | 45.5% | 76.6%-31.1pp | 72.1%-26.6pp | 82.4%-37.0pp |
| Annual return | 24.17% | 1013.37%-989.2pp | 1166.11%-1141.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,667 | $4,236+57.4% | $3,336+99.9% | $5,850+14.0% |
| Admin fee / account holder | $1,997 | $12,275-83.7% | $6,420-68.9% | $11,596-82.8% |