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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $453,111 | $165,335+174.1% | $149,696+202.7% | $158,922+185.1% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 7.14% | 348.15%-341.0pp | 276.60%-269.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $6,990 | $5,103+37.0% | $4,644+50.5% | $4,761+46.8% |
| Participant deferral / active EE | $941 | $7,181-86.9% | $6,842-86.2% | $5,982-84.3% |
| Admin fee / account holder | $656 | $10,807-93.9% | $9,309-93.0% | $11,246-94.2% |