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 | $289,172 | $99,918+189.4% | $81,382+255.3% | $145,922+98.2% |
| Participation rate | 21.1% | 74.2%-53.1pp | 69.5%-48.4pp | 80.3%-59.2pp |
| Annual return | 15.19% | 34.32%-19.1pp | 24.73%-9.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,387 | $4,605-26.5% | $3,883-12.8% | $6,688-49.4% |
| Admin fee / account holder | $2,963 | $8,212-63.9% | $5,768-48.6% | $13,397-77.9% |