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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $354,319 | $124,281+185.1% | $109,143+224.6% | $167,490+111.5% |
| Participation rate | 30.8% | 79.4%-48.7pp | 75.9%-45.1pp | 82.1%-51.3pp |
| Annual return | 8.67% | 26.04%-17.4pp | 25.75%-17.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $2,150 | $4,207-48.9% | $3,722-42.2% | $4,837-55.6% |
| Participant deferral / active EE | $1,466 | $5,255-72.1% | $4,653-68.5% | $6,341-76.9% |
| Admin fee / account holder | $7,563 | $7,970-5.1% | $6,752+12.0% | $12,309-38.6% |