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 6-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 | $255,765 | $179,726+42.3% | $156,263+63.7% | $142,382+79.6% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.9%-38.9pp | 80.1%-40.1pp |
| Annual return | 16.23% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $576 | $5,069-88.6% | $4,333-86.7% | $4,299-86.6% |
| Participant deferral / active EE | $12,400 | $6,956+78.3% | $6,158+101.4% | $6,507+90.6% |
| Admin fee / account holder | $783 | $17,272-95.5% | $14,255-94.5% | $12,624-93.8% |