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 | $297,988 | $114,381+160.5% | $107,525+177.1% | $142,382+109.3% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.1%-21.7pp | 80.1%-26.8pp |
| Annual return | 24.83% | 242.71%-217.9pp | 181.32%-156.5pp | 217.08%-192.2pp |
| Employer contribution / active EE | $15,544 | $4,015+287.2% | $3,754+314.1% | $4,299+261.6% |
| Participant deferral / active EE | $426 | $5,564-92.3% | $5,116-91.7% | $6,507-93.4% |
| Admin fee / account holder | $5,273 | $9,860-46.5% | $8,919-40.9% | $12,624-58.2% |