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 | $374,300 | $150,187+149.2% | $120,354+211.0% | $145,922+156.5% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 9.61% | 154.07%-144.5pp | 107.15%-97.5pp | 561.29%-551.7pp |
| Employer contribution / active EE | $261 | $4,348-94.0% | $3,463-92.4% | $4,660-94.4% |
| Participant deferral / active EE | $7,643 | $6,173+23.8% | $4,991+53.1% | $6,688+14.3% |
| Admin fee / account holder | $3,302 | $12,207-72.9% | $9,423-65.0% | $13,397-75.4% |