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 | $324,655 | $140,940+130.3% | $112,229+189.3% | $139,434+132.8% |
| Participation rate | 42.9% | 79.2%-36.3pp | 72.4%-29.6pp | 80.3%-37.5pp |
| Annual return | 14.97% | 32.71%-17.7pp | 30.20%-15.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $261 | $4,283-93.9% | $3,430-92.4% | $4,751-94.5% |
| Participant deferral / active EE | $7,500 | $5,874+27.7% | $4,798+56.3% | $6,710+11.8% |
| Admin fee / account holder | $2,730 | $9,954-72.6% | $7,748-64.8% | $11,403-76.1% |