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 9-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 | $277,149 | $175,202+58.2% | $149,673+85.2% | $139,434+98.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 20.90% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $20 | $5,474-99.6% | $4,818-99.6% | $4,751-99.6% |
| Participant deferral / active EE | $16,250 | $6,519+149.3% | $5,680+186.1% | $6,710+142.2% |
| Admin fee / account holder | $2,291 | $16,150-85.8% | $13,210-82.7% | $11,403-79.9% |