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.)
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 | $294,565 | $270,399+8.9% | $209,409+40.7% | $357,791-17.7% |
| Participation rate | 38.9% | 83.8%-44.9pp | 80.4%-41.5pp | 85.6%-46.7pp |
| Annual return | 16.93% | 194.89%-178.0pp | 159.49%-142.6pp | 396.79%-379.9pp |
| Employer contribution / active EE | $0 | $6,982-100.0% | $5,035-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $3,092 | $4,606-32.9% | $4,230-26.9% | $5,521-44.0% |
| Admin fee / account holder | $24,865 | $18,969+31.1% | $16,474+50.9% | $28,387-12.4% |