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 | $256,293 | $227,553+12.6% | $189,557+35.2% | $167,490+53.0% |
| Participation rate | 68.2% | 82.5%-14.3pp | 78.4%-10.3pp | 82.1%-13.9pp |
| Annual return | 16.68% | 78.40%-61.7pp | 64.17%-47.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,208 | $7,002+45.8% | $6,174+65.4% | $6,341+61.0% |
| Admin fee / account holder | $18,964 | $11,878+59.7% | $9,807+93.4% | $12,309+54.1% |