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.)
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 | $865,955 | $159,602+442.6% | $150,045+477.1% | $142,382+508.2% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 11.23% | 70.24%-59.0pp | 62.55%-51.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $883 | $4,961-82.2% | $4,693-81.2% | $4,299-79.5% |
| Participant deferral / active EE | $10,875 | $8,310+30.9% | $7,997+36.0% | $6,507+67.1% |
| Admin fee / account holder | $2,570 | $14,846-82.7% | $13,435-80.9% | $12,624-79.6% |