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 | $447,152 | $53,516+735.6% | $126,539+253.4% | $84,808+427.3% |
| Participation rate | 23.7% | 58.2%-34.6pp | 69.8%-46.1pp | 68.3%-44.6pp |
| Annual return | 17.00% | 58.34%-41.3pp | 425.95%-408.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,335 | $2,671+62.3% | $4,083+6.2% | $4,212+2.9% |
| Admin fee / account holder | $15,030 | $4,497+234.3% | $6,065+147.8% | $7,344+104.7% |