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 | $352,476 | $198,466+77.6% | $170,442+106.8% | $147,584+138.8% |
| Participation rate | 18.2% | 88.0%-69.8pp | 83.6%-65.4pp | 82.8%-64.6pp |
| Annual return | 12.02% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $945 | $6,184-84.7% | $5,433-82.6% | $4,876-80.6% |
| Participant deferral / active EE | $3,545 | $5,629-37.0% | $4,939-28.2% | $5,439-34.8% |
| Admin fee / account holder | $2,047 | $16,852-87.9% | $13,880-85.3% | $10,885-81.2% |