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.
Participant 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 | $350,341 | $165,335+111.9% | $149,696+134.0% | $158,922+120.4% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 18.48% | 348.15%-329.7pp | 276.60%-258.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $6,732 | $5,103+31.9% | $4,644+45.0% | $4,761+41.4% |
| Participant deferral / active EE | $1,263 | $7,181-82.4% | $6,842-81.5% | $5,982-78.9% |
| Admin fee / account holder | $3,614 | $10,807-66.6% | $9,309-61.2% | $11,246-67.9% |