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 | $410,779 | $201,272+104.1% | $184,203+123.0% | $145,922+181.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.84% | 29.00%-9.2pp | 28.81%-9.0pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,200 | $7,022-82.9% | $6,427-81.3% | $4,660-74.2% |
| Participant deferral / active EE | $6,000 | $9,806-38.8% | $9,131-34.3% | $6,688-10.3% |
| Admin fee / account holder | $1,759 | $16,364-89.3% | $13,901-87.3% | $13,397-86.9% |