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 | $753,143 | $110,257+583.1% | $96,544+680.1% | $139,434+440.1% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 72.22% | 26.32%+45.9pp | 25.84%+46.4pp | 372.94%-300.7pp |
| Employer contribution / active EE | $1,092 | $3,620-69.8% | $2,965-63.2% | $4,751-77.0% |
| Participant deferral / active EE | $1,221 | $5,548-78.0% | $4,851-74.8% | $6,710-81.8% |
| Admin fee / account holder | $189,399 | $11,591+1534.0% | $8,252+2195.1% | $11,403+1561.0% |